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
1101
$27K ﹤0.01%
3,000
1102
$27K ﹤0.01%
461
+300
1103
$27K ﹤0.01%
704
1104
$27K ﹤0.01%
1,805
1105
$27K ﹤0.01%
275
1106
$26K ﹤0.01%
+600
1107
$26K ﹤0.01%
519
1108
$26K ﹤0.01%
146
1109
$26K ﹤0.01%
729
1110
$26K ﹤0.01%
611
-87
1111
$26K ﹤0.01%
106
1112
$26K ﹤0.01%
564
1113
$26K ﹤0.01%
4,500
1114
$26K ﹤0.01%
100
1115
$25K ﹤0.01%
167
1116
$25K ﹤0.01%
8,000
-18,000
1117
$25K ﹤0.01%
1,983
1118
$25K ﹤0.01%
236
1119
$25K ﹤0.01%
591
-625
1120
$24K ﹤0.01%
1,000
1121
$24K ﹤0.01%
300
1122
$24K ﹤0.01%
1,079
1123
$24K ﹤0.01%
958
1124
$24K ﹤0.01%
1,150
1125
$24K ﹤0.01%
553
43 44
45
46 47