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
1051
$35K ﹤0.01%
1,130
1052
$35K ﹤0.01%
6
1053
$35K ﹤0.01%
2,050
1054
$34K ﹤0.01%
305
+258
1055
$34K ﹤0.01%
500
1056
$34K ﹤0.01%
610
+260
1057
$34K ﹤0.01%
320
1058
$34K ﹤0.01%
500
1059
$33K ﹤0.01%
1,731
1060
$33K ﹤0.01%
442
-874
1061
$33K ﹤0.01%
305
+76
1062
$33K ﹤0.01%
1,185
1063
$33K ﹤0.01%
900
1064
$33K ﹤0.01%
382
1065
$33K ﹤0.01%
254
1066
$33K ﹤0.01%
1,486
1067
$33K ﹤0.01%
510
1068
$33K ﹤0.01%
+2,250
1069
$32K ﹤0.01%
961
+58
1070
$32K ﹤0.01%
332
1071
$32K ﹤0.01%
+1,033
1072
$32K ﹤0.01%
2,050
1073
$32K ﹤0.01%
2,318
1074
$31K ﹤0.01%
550
1075
$31K ﹤0.01%
400
41 42
43
44 45