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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$8.43K ﹤0.01%
100
1127
$8.43K ﹤0.01%
62
-2,145
1128
$8.33K ﹤0.01%
1,129
-8
1129
$8.23K ﹤0.01%
1,299
-253
1130
$7.94K ﹤0.01%
167
1131
$7.9K ﹤0.01%
144
-67
1132
$7.83K ﹤0.01%
100
1133
$7.71K ﹤0.01%
750
1134
$7.67K ﹤0.01%
96
-61
1135
$7.65K ﹤0.01%
+40
1136
$7.6K ﹤0.01%
400
1137
$7.5K ﹤0.01%
33
+3
1138
$7.46K ﹤0.01%
419
1139
$7.42K ﹤0.01%
18
1140
$7.41K ﹤0.01%
500
1141
$7.31K ﹤0.01%
581
1142
$7.24K ﹤0.01%
335
1143
$7.23K ﹤0.01%
+250
1144
$7.2K ﹤0.01%
115
-167
1145
$6.98K ﹤0.01%
149
1146
$6.95K ﹤0.01%
237
1147
$6.94K ﹤0.01%
+505
1148
$6.87K ﹤0.01%
293
-4
1149
$6.8K ﹤0.01%
338
-11
1150
$6.77K ﹤0.01%
20
44 45
46
47 48