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
1026
$19K ﹤0.01%
+300
1027
$19K ﹤0.01%
219
1028
$19K ﹤0.01%
156
1029
$18K ﹤0.01%
220
1030
$18K ﹤0.01%
1,000
1031
$18K ﹤0.01%
1,000
1032
$18K ﹤0.01%
375
1033
$18K ﹤0.01%
750
1034
$18K ﹤0.01%
731
1035
$18K ﹤0.01%
433
-33
1036
$18K ﹤0.01%
2,380
+49
1037
$18K ﹤0.01%
100
1038
$18K ﹤0.01%
486
-128,127
1039
$17K ﹤0.01%
146
1040
$17K ﹤0.01%
370
1041
$17K ﹤0.01%
92
+8
1042
$17K ﹤0.01%
226
-450
1043
$17K ﹤0.01%
517
1044
$17K ﹤0.01%
2,400
+800
1045
$17K ﹤0.01%
33
1046
$17K ﹤0.01%
682
1047
$17K ﹤0.01%
165
1048
$17K ﹤0.01%
1,130
1049
$17K ﹤0.01%
2,481
1050
$17K ﹤0.01%
+500
40 41
42
43 44