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
976
$52K ﹤0.01%
850
977
$52K ﹤0.01%
233
+50
978
$52K ﹤0.01%
2,562
979
$51K ﹤0.01%
684
-1,800
980
$50K ﹤0.01%
1,881
-665
981
$50K ﹤0.01%
3,100
982
$50K ﹤0.01%
463
983
$50K ﹤0.01%
753
-502
984
$50K ﹤0.01%
2,030
+280
985
$50K ﹤0.01%
+327
986
$49K ﹤0.01%
403
987
$49K ﹤0.01%
4,221
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988
$48K ﹤0.01%
+1,600
989
$47K ﹤0.01%
8,100
-6,600
990
$46K ﹤0.01%
325
991
$46K ﹤0.01%
525
992
$46K ﹤0.01%
+1,780
993
$46K ﹤0.01%
2,200
994
$46K ﹤0.01%
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995
$46K ﹤0.01%
+132
996
$45K ﹤0.01%
273
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997
$45K ﹤0.01%
1,325
998
$44K ﹤0.01%
730
-20
999
$44K ﹤0.01%
600
1000
$44K ﹤0.01%
+1,345
38 39
40
41 42