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
1101
$13K ﹤0.01%
421
1102
$13K ﹤0.01%
600
1103
$13K ﹤0.01%
1,257
1104
$13K ﹤0.01%
120
-1,575
1105
$13K ﹤0.01%
167
1106
$13K ﹤0.01%
65
1107
$13K ﹤0.01%
73
-59
1108
$13K ﹤0.01%
105
1109
$13K ﹤0.01%
163
1110
$13K ﹤0.01%
500
-1,000
1111
$13K ﹤0.01%
780
1112
$13K ﹤0.01%
575
-100
1113
$13K ﹤0.01%
1,100
1114
$12K ﹤0.01%
350
1115
$12K ﹤0.01%
112
1116
$12K ﹤0.01%
276
1117
$12K ﹤0.01%
338
1118
$12K ﹤0.01%
385
1119
$12K ﹤0.01%
358
+47
1120
$12K ﹤0.01%
799
-9
1121
$12K ﹤0.01%
+250
1122
$11K ﹤0.01%
95
1123
$11K ﹤0.01%
32
-1
1124
$11K ﹤0.01%
480
1125
$11K ﹤0.01%
3,900
43 44
45
46 47