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
1051
$17K ﹤0.01%
1,500
1052
$17K ﹤0.01%
2,318
1053
$17K ﹤0.01%
300
1054
$16K ﹤0.01%
+357
1055
$16K ﹤0.01%
1,000
1056
$16K ﹤0.01%
3,293
1057
$16K ﹤0.01%
100
1058
$16K ﹤0.01%
312
1059
$16K ﹤0.01%
1,931
1060
$16K ﹤0.01%
+1,667
1061
$16K ﹤0.01%
1,500
1062
$16K ﹤0.01%
+500
1063
$15K ﹤0.01%
+416
1064
$15K ﹤0.01%
1,000
1065
$15K ﹤0.01%
332
1066
$15K ﹤0.01%
938
-971,309
1067
$15K ﹤0.01%
459
-4
1068
$15K ﹤0.01%
403
+70
1069
$15K ﹤0.01%
1,250
1070
$15K ﹤0.01%
321
1071
$14K ﹤0.01%
+900
1072
$14K ﹤0.01%
266
1073
$14K ﹤0.01%
984
+46
1074
$14K ﹤0.01%
2,580
-66
1075
$14K ﹤0.01%
935
-90
41 42
43
44 45