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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$49K ﹤0.01%
7,546
977
$48K ﹤0.01%
3,500
978
$48K ﹤0.01%
575
979
$48K ﹤0.01%
400
980
$48K ﹤0.01%
2,500
981
$48K ﹤0.01%
+187
982
$47K ﹤0.01%
525
983
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1,272
984
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1,200
-374,100
985
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463
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986
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987
$47K ﹤0.01%
243
988
$46K ﹤0.01%
462
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260
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990
$46K ﹤0.01%
400
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991
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992
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993
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994
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995
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870
996
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4,000
997
$43K ﹤0.01%
+2,000
998
$43K ﹤0.01%
600
999
$43K ﹤0.01%
+6,150
1000
$43K ﹤0.01%
1,000
38 39
40
41 42