First Manhattan

First Manhattan Portfolio holdings

AUM $37.9B
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$63K ﹤0.01%
2,415
927
$62K ﹤0.01%
1,000
928
$62K ﹤0.01%
254
929
$62K ﹤0.01%
285
-393
930
$61K ﹤0.01%
125
931
$60K ﹤0.01%
1,803
+13
932
$60K ﹤0.01%
400
933
$59K ﹤0.01%
750
934
$58K ﹤0.01%
217
935
$58K ﹤0.01%
460
936
$58K ﹤0.01%
500
937
$58K ﹤0.01%
1,044
938
$58K ﹤0.01%
838
+264
939
$57K ﹤0.01%
750
940
$57K ﹤0.01%
496
941
$57K ﹤0.01%
250
942
$57K ﹤0.01%
932
+61
943
$57K ﹤0.01%
6
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944
$57K ﹤0.01%
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945
$56K ﹤0.01%
2,021
946
$56K ﹤0.01%
1,333
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947
$56K ﹤0.01%
2,562
948
$56K ﹤0.01%
+393
949
$56K ﹤0.01%
3,100
950
$56K ﹤0.01%
754
36 37
38
39 40