First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.1B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$45.5M
3
+$42M
4
LYB icon
LyondellBasell Industries
LYB
+$37.8M
5
OPLN
Openlane
OPLN
+$36.1M

Top Sells

1
+$79.8M
2
+$46.7M
3
+$45.2M
4
YELP icon
Yelp
YELP
+$42M
5
UHAL icon
U-Haul Holding Co
UHAL
+$35.4M

Sector Composition

1 Financials 41.28%
2 Healthcare 11.08%
3 Technology 9.94%
4 Consumer Discretionary 7.4%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$19K ﹤0.01%
1,391
+800
1052
$19K ﹤0.01%
870
1053
$19K ﹤0.01%
410
1054
$19K ﹤0.01%
500
1055
$19K ﹤0.01%
750
1056
$19K ﹤0.01%
730
1057
$18K ﹤0.01%
500
1058
$18K ﹤0.01%
350
1059
$18K ﹤0.01%
63
1060
$18K ﹤0.01%
258
1061
$18K ﹤0.01%
780
1062
$18K ﹤0.01%
732
1063
$18K ﹤0.01%
503
-375
1064
$17K ﹤0.01%
2,400
1065
$17K ﹤0.01%
1,000
1066
$17K ﹤0.01%
7,020
1067
$17K ﹤0.01%
+1,600
1068
$17K ﹤0.01%
+682
1069
$17K ﹤0.01%
1,250
1070
$17K ﹤0.01%
1,100
1071
$17K ﹤0.01%
3,100
1072
$17K ﹤0.01%
2,500
1073
$16K ﹤0.01%
500
-75
1074
$16K ﹤0.01%
204
-425
1075
$16K ﹤0.01%
675
41 42
43
44 45