First Manhattan

First Manhattan Portfolio holdings

AUM $35.4B
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
76
$27.4M 0.16%
973,875
-2,280
77
$26.5M 0.15%
203,400
+66,000
78
$26.1M 0.15%
1,124,590
-182,345
79
$24.8M 0.14%
973,763
-25,839
80
$24.6M 0.14%
173,387
+156,369
81
$24.3M 0.14%
2,842,299
-7,512
82
$24.2M 0.14%
5,567
-1,453
83
$24M 0.14%
255,033
-11,841
84
$22.8M 0.13%
1,397,878
85
$22.4M 0.13%
2,003,622
-16,800
86
$22.3M 0.13%
464,555
-225
87
$21.8M 0.13%
167,414
-6,781
88
$21.4M 0.12%
271,427
-36,014
89
$21.2M 0.12%
190,942
-8,070
90
$21M 0.12%
214,332
-628
91
$20.4M 0.12%
1,057,295
-858,367
92
$19.8M 0.11%
394,197
-18,000
93
$19.2M 0.11%
138,867
-1,200
94
$19M 0.11%
140,647
-941
95
$18.7M 0.11%
1,460,165
-297,500
96
$18.5M 0.11%
525,626
-8,550
97
$18M 0.1%
752,983
-63,312
98
$17.6M 0.1%
1,710,620
-129,484
99
$17.5M 0.1%
132,035
+787
100
$17.3M 0.1%
188,777
-6,342
2 3
4
5 6