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
1126
$23K ﹤0.01%
1,000
-75
1127
$22K ﹤0.01%
+416
1128
$22K ﹤0.01%
+125
1129
$22K ﹤0.01%
1,000
1130
$22K ﹤0.01%
500
1131
$22K ﹤0.01%
1,255
1132
$22K ﹤0.01%
+300
1133
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361
1134
$22K ﹤0.01%
1,000
1135
$22K ﹤0.01%
1,714
-286
1136
$22K ﹤0.01%
2,584
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1137
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73
1138
$22K ﹤0.01%
+1,000
1139
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300
1140
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1141
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1142
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1143
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1144
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1146
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1147
$19K ﹤0.01%
350
1148
$19K ﹤0.01%
+1,000
1149
$19K ﹤0.01%
500
1150
$19K ﹤0.01%
1,579
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44 45
46
47 48