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
976
$25K ﹤0.01%
510
977
$25K ﹤0.01%
22,400
978
$24K ﹤0.01%
230
-194
979
$24K ﹤0.01%
400
-2,000
980
$24K ﹤0.01%
75
-370
981
$24K ﹤0.01%
211
982
$24K ﹤0.01%
175
983
$24K ﹤0.01%
625
984
$24K ﹤0.01%
1,250
985
$24K ﹤0.01%
250
-3,305
986
$23K ﹤0.01%
5,000
987
$23K ﹤0.01%
200
988
$23K ﹤0.01%
740
989
$23K ﹤0.01%
700
-150
990
$23K ﹤0.01%
+1,079
991
$23K ﹤0.01%
426
992
$23K ﹤0.01%
1,400
993
$22K ﹤0.01%
356
994
$22K ﹤0.01%
500
995
$22K ﹤0.01%
361
996
$22K ﹤0.01%
1,185
+1,000
997
$22K ﹤0.01%
300
998
$22K ﹤0.01%
2,000
999
$22K ﹤0.01%
10,000
1000
$22K ﹤0.01%
1,229
38 39
40
41 42