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
1001
$21K ﹤0.01%
2,330
1002
$21K ﹤0.01%
410
1003
$21K ﹤0.01%
1,000
1004
$21K ﹤0.01%
225
1005
$21K ﹤0.01%
14,875
-10,000
1006
$21K ﹤0.01%
+1,100
1007
$21K ﹤0.01%
1,600
1008
$21K ﹤0.01%
196
1009
$21K ﹤0.01%
1,125
1010
$21K ﹤0.01%
78,000
1011
$20K ﹤0.01%
100
1012
$20K ﹤0.01%
340
1013
$20K ﹤0.01%
2,405
1014
$20K ﹤0.01%
16,250
1015
$20K ﹤0.01%
1,000
1016
$19K ﹤0.01%
+1,075
1017
$19K ﹤0.01%
1,353
1018
$19K ﹤0.01%
1,500
1019
$19K ﹤0.01%
1,000
1020
$19K ﹤0.01%
1,000
1021
$19K ﹤0.01%
3,204
1022
$19K ﹤0.01%
462
-225
1023
$19K ﹤0.01%
1,000
1024
$19K ﹤0.01%
700
1025
$19K ﹤0.01%
557
-188
39 40
41
42 43