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
1151
$20K ﹤0.01%
332
1152
$20K ﹤0.01%
106
1153
$20K ﹤0.01%
7,100
-3,500
1154
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171
1155
$20K ﹤0.01%
+460
1156
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338
1157
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500
1158
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227
-200
1159
$20K ﹤0.01%
1,274
+374
1160
$19K ﹤0.01%
6,500
1161
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112
1162
$19K ﹤0.01%
1,000
1163
$19K ﹤0.01%
1,000
1164
$19K ﹤0.01%
67
1165
$19K ﹤0.01%
2,405
1166
$19K ﹤0.01%
1,000
1167
$18K ﹤0.01%
160
1168
$18K ﹤0.01%
525
1169
$18K ﹤0.01%
7,179
+4,100
1170
$18K ﹤0.01%
900
1171
$18K ﹤0.01%
1,000
1172
$18K ﹤0.01%
803
1173
$18K ﹤0.01%
2,100
-4,600
1174
$17K ﹤0.01%
480
1175
$17K ﹤0.01%
150
45 46
47
48 49