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
1076
$31K ﹤0.01%
452
-226
1077
$31K ﹤0.01%
1,327
+52
1078
$31K ﹤0.01%
730
1079
$31K ﹤0.01%
400
1080
$31K ﹤0.01%
152
1081
$31K ﹤0.01%
1,000
1082
$30K ﹤0.01%
561
1083
$30K ﹤0.01%
550
1084
$30K ﹤0.01%
100
1085
$30K ﹤0.01%
624
1086
$30K ﹤0.01%
3,842
1087
$29K ﹤0.01%
1,218
1088
$29K ﹤0.01%
5,000
1089
$29K ﹤0.01%
625
1090
$29K ﹤0.01%
1,015
1091
$29K ﹤0.01%
3,600
1092
$29K ﹤0.01%
1,000
1093
$28K ﹤0.01%
+300
1094
$28K ﹤0.01%
120
1095
$28K ﹤0.01%
700
1096
$28K ﹤0.01%
600
1097
$28K ﹤0.01%
1,600
1098
$27K ﹤0.01%
312
1099
$27K ﹤0.01%
238
1100
$27K ﹤0.01%
655
-437
42 43
44
45 46