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
1026
$38K ﹤0.01%
1,100
1027
$38K ﹤0.01%
1,783
1028
$38K ﹤0.01%
+800
1029
$37K ﹤0.01%
1,000
1030
$37K ﹤0.01%
700
1031
$37K ﹤0.01%
400
1032
$37K ﹤0.01%
166
-825
1033
$37K ﹤0.01%
870
1034
$37K ﹤0.01%
2,513
-1,047
1035
$37K ﹤0.01%
586
1036
$37K ﹤0.01%
2,000
-200
1037
$36K ﹤0.01%
2,548
1038
$36K ﹤0.01%
1,200
1039
$36K ﹤0.01%
400
1040
$36K ﹤0.01%
400
1041
$36K ﹤0.01%
734
1042
$36K ﹤0.01%
2,500
1043
$35K ﹤0.01%
4,000
1044
$35K ﹤0.01%
93
1045
$35K ﹤0.01%
316
1046
$35K ﹤0.01%
4,116
-5
1047
$35K ﹤0.01%
325
+20
1048
$35K ﹤0.01%
450
1049
$35K ﹤0.01%
715
1050
$35K ﹤0.01%
152
40 41
42
43 44