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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1 +$266M
2 +$37.8M
3 +$33.9M
4
AMZN icon
Amazon
AMZN
+$24.6M
5
PDD icon
Pinduoduo
PDD
+$23.2M

Top Sells

1 +$57.2M
2 +$21.4M
3 +$18.9M
4
CAR icon
Avis
CAR
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14.6M

Sector Composition

1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$66K ﹤0.01%
+950
927
$66K ﹤0.01%
464
928
$66K ﹤0.01%
3,000
+2,000
929
$66K ﹤0.01%
1,543
930
$66K ﹤0.01%
285
931
$66K ﹤0.01%
394
+388
932
$65K ﹤0.01%
250
933
$64K ﹤0.01%
1,173
+979
934
$64K ﹤0.01%
987
-930
935
$64K ﹤0.01%
1,830
+13
936
$64K ﹤0.01%
558
937
$64K ﹤0.01%
2,083
+83
938
$64K ﹤0.01%
996
-48
939
$64K ﹤0.01%
125
940
$64K ﹤0.01%
2,560
941
$63K ﹤0.01%
2,584
942
$63K ﹤0.01%
550
943
$62K ﹤0.01%
+2,944
944
$62K ﹤0.01%
351
945
$62K ﹤0.01%
3,366
-100
946
$61K ﹤0.01%
6,000
+3,500
947
$61K ﹤0.01%
1,370
948
$61K ﹤0.01%
460
949
$61K ﹤0.01%
2,666
950
$60K ﹤0.01%
1,200