First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.1B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$45.5M
3
+$42M
4
LYB icon
LyondellBasell Industries
LYB
+$37.8M
5
OPLN
Openlane
OPLN
+$36.1M

Top Sells

1
+$79.8M
2
+$46.7M
3
+$45.2M
4
YELP icon
Yelp
YELP
+$42M
5
UHAL icon
U-Haul Holding Co
UHAL
+$35.4M

Sector Composition

1 Financials 41.28%
2 Healthcare 11.08%
3 Technology 9.94%
4 Consumer Discretionary 7.4%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$6K ﹤0.01%
900
1202
$6K ﹤0.01%
50
1203
$6K ﹤0.01%
44
1204
$6K ﹤0.01%
63
1205
$6K ﹤0.01%
279
1206
$6K ﹤0.01%
100
1207
$6K ﹤0.01%
400
1208
$6K ﹤0.01%
133
1209
$6K ﹤0.01%
335
1210
$5K ﹤0.01%
500
-2,500
1211
$5K ﹤0.01%
60
1212
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171
1213
$5K ﹤0.01%
750
1214
$5K ﹤0.01%
404
1215
$5K ﹤0.01%
50
1216
$5K ﹤0.01%
+48
1217
$5K ﹤0.01%
350
1218
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600
1219
$5K ﹤0.01%
104
-228
1220
$5K ﹤0.01%
+90
1221
$5K ﹤0.01%
1,684
1222
$5K ﹤0.01%
1,500
1223
$5K ﹤0.01%
100
1224
$5K ﹤0.01%
500
1225
$5K ﹤0.01%
200
47 48
49
50 51