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
$17.3B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$72.3M
3
+$42.5M
4
SY
So-Young International
SY
+$31M
5
V icon
Visa
V
+$29.2M

Top Sells

1
+$76.1M
2
+$55.9M
3
+$52.1M
4
SCI icon
Service Corp International
SCI
+$45.5M
5
RHI icon
Robert Half
RHI
+$44M

Sector Composition

1 Financials 38.23%
2 Technology 18.11%
3 Healthcare 11.22%
4 Communication Services 8.32%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$6K ﹤0.01%
1,933
1202
$6K ﹤0.01%
+439
1203
$6K ﹤0.01%
2,000
1204
$6K ﹤0.01%
112
1205
$6K ﹤0.01%
125
-75
1206
$6K ﹤0.01%
180
1207
$6K ﹤0.01%
201
1208
$6K ﹤0.01%
+50
1209
$6K ﹤0.01%
625
-81,550
1210
$6K ﹤0.01%
+124
1211
$6K ﹤0.01%
3,200
1212
$6K ﹤0.01%
106
1213
$5K ﹤0.01%
600
1214
$5K ﹤0.01%
346
1215
$5K ﹤0.01%
+113
1216
$5K ﹤0.01%
500
1217
$5K ﹤0.01%
+500
1218
$5K ﹤0.01%
125
1219
$5K ﹤0.01%
200
1220
$5K ﹤0.01%
262
1221
$5K ﹤0.01%
929
-20
1222
$5K ﹤0.01%
100
1223
$5K ﹤0.01%
96
-605
1224
$5K ﹤0.01%
1,500
1225
$5K ﹤0.01%
450
47 48
49
50 51