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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$11.9K ﹤0.01%
231
1077
$11.9K ﹤0.01%
300
1078
$11.9K ﹤0.01%
100
-3,500
1079
$11.9K ﹤0.01%
140
1080
$11.7K ﹤0.01%
375
1081
$11.6K ﹤0.01%
229
1082
$11.6K ﹤0.01%
300
1083
$11.5K ﹤0.01%
2,000
1084
$11.5K ﹤0.01%
4,500
1085
$11.3K ﹤0.01%
100
1086
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600
1087
$11K ﹤0.01%
60
-850
1088
$11K ﹤0.01%
300
-5
1089
$10.9K ﹤0.01%
100
1090
$10.8K ﹤0.01%
636
+11
1091
$10.7K ﹤0.01%
258
1092
$10.7K ﹤0.01%
430
-700
1093
$10.7K ﹤0.01%
+367
1094
$10.6K ﹤0.01%
1,462
1095
$10.3K ﹤0.01%
+2,601,200
1096
$10.3K ﹤0.01%
105
-4
1097
$10.2K ﹤0.01%
156
1098
$10.2K ﹤0.01%
134
1099
$10.1K ﹤0.01%
+2,500
1100
$10.1K ﹤0.01%
224
42 43
44
45 46