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
1176
$17K ﹤0.01%
+775
1177
$17K ﹤0.01%
330
1178
$17K ﹤0.01%
200
1179
$17K ﹤0.01%
490
+224
1180
$17K ﹤0.01%
269
+126
1181
$17K ﹤0.01%
536
1182
$16K ﹤0.01%
1,600
1183
$16K ﹤0.01%
543
1184
$16K ﹤0.01%
115
+90
1185
$16K ﹤0.01%
4,113
1186
$16K ﹤0.01%
1,000
1187
$16K ﹤0.01%
+100
1188
$16K ﹤0.01%
480
1189
$16K ﹤0.01%
1,000
-5,200
1190
$16K ﹤0.01%
+300
1191
$16K ﹤0.01%
1,000
-24,000
1192
$16K ﹤0.01%
1,885
1193
$16K ﹤0.01%
2,000
+500
1194
$15K ﹤0.01%
48
+16
1195
$15K ﹤0.01%
200
1196
$15K ﹤0.01%
3,173
1197
$15K ﹤0.01%
370
1198
$15K ﹤0.01%
1,000
1199
$14K ﹤0.01%
+400
1200
$14K ﹤0.01%
112
46 47
48
49 50