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
1076
$14K ﹤0.01%
1,346
1077
$14K ﹤0.01%
530
-120
1078
$14K ﹤0.01%
1,563
+9
1079
$14K ﹤0.01%
591
1080
$14K ﹤0.01%
+1,450
1081
$14K ﹤0.01%
530
-2,000
1082
$14K ﹤0.01%
2,000
1083
$14K ﹤0.01%
117
-12
1084
$14K ﹤0.01%
149
1085
$14K ﹤0.01%
150
1086
$14K ﹤0.01%
1,225
-9
1087
$14K ﹤0.01%
157
1088
$14K ﹤0.01%
+317
1089
$14K ﹤0.01%
+500
1090
$14K ﹤0.01%
400
1091
$14K ﹤0.01%
110
1092
$14K ﹤0.01%
1,000
-1,000
1093
$13K ﹤0.01%
+70
1094
$13K ﹤0.01%
426
1095
$13K ﹤0.01%
386
+330
1096
$13K ﹤0.01%
236
-539
1097
$13K ﹤0.01%
1,300
1098
$13K ﹤0.01%
150
1099
$13K ﹤0.01%
462
1100
$13K ﹤0.01%
487
42 43
44
45 46