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
$17.3B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$72.3M
3
+$42.5M
4
SY
So-Young International
SY
+$31M
5
V icon
Visa
V
+$29.2M

Top Sells

1
+$76.1M
2
+$55.9M
3
+$52.1M
4
SCI icon
Service Corp International
SCI
+$45.5M
5
RHI icon
Robert Half
RHI
+$44M

Sector Composition

1 Financials 38.23%
2 Technology 18.11%
3 Healthcare 11.22%
4 Communication Services 8.32%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$28K ﹤0.01%
696
952
$28K ﹤0.01%
795
-300
953
$28K ﹤0.01%
524
954
$28K ﹤0.01%
260
955
$28K ﹤0.01%
132
956
$28K ﹤0.01%
1,520
-39,966
957
$27K ﹤0.01%
649
958
$27K ﹤0.01%
1,759
-535
959
$27K ﹤0.01%
12,600
960
$27K ﹤0.01%
715
961
$27K ﹤0.01%
1,910
962
$27K ﹤0.01%
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963
$27K ﹤0.01%
365
964
$27K ﹤0.01%
160
965
$26K ﹤0.01%
1,000
966
$26K ﹤0.01%
784
967
$26K ﹤0.01%
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$26K ﹤0.01%
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969
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970
$26K ﹤0.01%
724
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$26K ﹤0.01%
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$26K ﹤0.01%
200
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$25K ﹤0.01%
288
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$25K ﹤0.01%
929
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975
$25K ﹤0.01%
2,800
37 38
39
40 41