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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$26K ﹤0.01%
275
1102
$25K ﹤0.01%
6,500
1103
$25K ﹤0.01%
+564
1104
$25K ﹤0.01%
372
+116
1105
$25K ﹤0.01%
1,079
1106
$25K ﹤0.01%
1,000
1107
$25K ﹤0.01%
200
1108
$25K ﹤0.01%
10,000
1109
$25K ﹤0.01%
659
-258
1110
$24K ﹤0.01%
1,000
1111
$24K ﹤0.01%
400
1112
$24K ﹤0.01%
419
1113
$24K ﹤0.01%
+655
1114
$24K ﹤0.01%
100
1115
$24K ﹤0.01%
167
1116
$24K ﹤0.01%
729
1117
$24K ﹤0.01%
2,405
1118
$23K ﹤0.01%
750
1119
$23K ﹤0.01%
125
+19
1120
$23K ﹤0.01%
4,500
1121
$23K ﹤0.01%
111
+17
1122
$23K ﹤0.01%
1,640
1123
$23K ﹤0.01%
731
1124
$23K ﹤0.01%
423
1125
$23K ﹤0.01%
+288
43 44
45
46 47