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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$22.1K ﹤0.01%
1,250
1002
$22.1K ﹤0.01%
9,229
1003
$22K ﹤0.01%
601
1004
$21.8K ﹤0.01%
3,000
1005
$21.7K ﹤0.01%
750
1006
$21K ﹤0.01%
425
-2
1007
$20.9K ﹤0.01%
+1,400
1008
$20.9K ﹤0.01%
361
1009
$20.8K ﹤0.01%
1,387
-6
1010
$20.6K ﹤0.01%
11,662
1011
$20.6K ﹤0.01%
+500
1012
$20.3K ﹤0.01%
800
1013
$19.8K ﹤0.01%
509
-4
1014
$19.6K ﹤0.01%
229
1015
$19.4K ﹤0.01%
+360
1016
$19.3K ﹤0.01%
179
1017
$19.3K ﹤0.01%
400
+220
1018
$19.2K ﹤0.01%
1,200
1019
$19.1K ﹤0.01%
+201
1020
$18.6K ﹤0.01%
122
1021
$18.4K ﹤0.01%
+277
1022
$18.3K ﹤0.01%
560
1023
$18.1K ﹤0.01%
460
1024
$18K ﹤0.01%
311
1025
$17.9K ﹤0.01%
+410
39 40
41
42 43