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
1001
$44K ﹤0.01%
460
1002
$43K ﹤0.01%
495
+355
1003
$43K ﹤0.01%
375
1004
$43K ﹤0.01%
1,250
1005
$42K ﹤0.01%
210
1006
$42K ﹤0.01%
1,166
-167
1007
$42K ﹤0.01%
700
1008
$42K ﹤0.01%
25,800
-2,000
1009
$41K ﹤0.01%
1,500
-3,500
1010
$41K ﹤0.01%
1,139
+200
1011
$41K ﹤0.01%
2,000
1012
$40K ﹤0.01%
6,000
-1,000
1013
$40K ﹤0.01%
1,350
-40
1014
$40K ﹤0.01%
2,945
1015
$40K ﹤0.01%
486
1016
$40K ﹤0.01%
724
1017
$40K ﹤0.01%
1,000
1018
$40K ﹤0.01%
+333
1019
$39K ﹤0.01%
675
1020
$39K ﹤0.01%
500
-100
1021
$39K ﹤0.01%
4,625
-33,555
1022
$39K ﹤0.01%
250
1023
$38K ﹤0.01%
2,000
1024
$38K ﹤0.01%
6,150
1025
$38K ﹤0.01%
420
-955
39 40
41
42 43