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
951
$60K ﹤0.01%
496
952
$60K ﹤0.01%
2,022
+1
953
$60K ﹤0.01%
1,100
954
$59K ﹤0.01%
3,100
955
$59K ﹤0.01%
271
956
$59K ﹤0.01%
2,000
+675
957
$58K ﹤0.01%
1,100
-300
958
$57K ﹤0.01%
566
959
$56K ﹤0.01%
217
960
$56K ﹤0.01%
424
-29
961
$55K ﹤0.01%
3,500
962
$55K ﹤0.01%
1,000
963
$55K ﹤0.01%
2,906
964
$55K ﹤0.01%
1,503
965
$55K ﹤0.01%
1,000
-7,725
966
$54K ﹤0.01%
217
967
$54K ﹤0.01%
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968
$54K ﹤0.01%
3,630
+1
969
$53K ﹤0.01%
400
970
$53K ﹤0.01%
871
971
$53K ﹤0.01%
200
972
$52K ﹤0.01%
1,800
-2,000
973
$52K ﹤0.01%
1,272
974
$52K ﹤0.01%
750
975
$52K ﹤0.01%
127
37 38
39
40 41