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
1126
$11K ﹤0.01%
210
1127
$11K ﹤0.01%
1,889
+84
1128
$11K ﹤0.01%
257
1129
$11K ﹤0.01%
896
-4,063
1130
$11K ﹤0.01%
1,077
1131
$11K ﹤0.01%
398
1132
$11K ﹤0.01%
100
1133
$11K ﹤0.01%
253
1134
$11K ﹤0.01%
206
1135
$11K ﹤0.01%
153
1136
$11K ﹤0.01%
638
1137
$11K ﹤0.01%
1,700
1138
$10K ﹤0.01%
+246
1139
$10K ﹤0.01%
219
1140
$10K ﹤0.01%
328
1141
$10K ﹤0.01%
7,020
1142
$10K ﹤0.01%
499
1143
$10K ﹤0.01%
3,173
1144
$10K ﹤0.01%
64
1145
$10K ﹤0.01%
200
1146
$10K ﹤0.01%
1,000
1147
$10K ﹤0.01%
966
1148
$10K ﹤0.01%
300
1149
$10K ﹤0.01%
800
1150
$9K ﹤0.01%
80
44 45
46
47 48