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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$29.6K ﹤0.01%
3,000
952
$29.5K ﹤0.01%
584
+184
953
$29.5K ﹤0.01%
550
954
$29.2K ﹤0.01%
224
955
$29.1K ﹤0.01%
25
956
$28.6K ﹤0.01%
370
+5
957
$28.6K ﹤0.01%
152
958
$28.2K ﹤0.01%
+2,500
959
$27.5K ﹤0.01%
264
960
$27.3K ﹤0.01%
159
+3
961
$27.2K ﹤0.01%
313
+3
962
$27K ﹤0.01%
284
963
$27K ﹤0.01%
421
964
$26.6K ﹤0.01%
452
+208
965
$26.6K ﹤0.01%
+272
966
$26.2K ﹤0.01%
100
+6
967
$26.1K ﹤0.01%
600
-4
968
$25.9K ﹤0.01%
188
-59
969
$25.9K ﹤0.01%
83
+4
970
$25.5K ﹤0.01%
941
+318
971
$25.4K ﹤0.01%
400
972
$25.4K ﹤0.01%
510
-190
973
$25.3K ﹤0.01%
300
974
$25.3K ﹤0.01%
600
975
$25.2K ﹤0.01%
1,600
-2,000
37 38
39
40 41