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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.87B
2
+$223M
3
+$167M
4
META icon
Meta Platforms (Facebook)
META
+$118M
5
ZTO icon
ZTO Express
ZTO
+$42.7M

Top Sells

1
+$187M
2
+$55.4M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$31.9M
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 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$14K ﹤0.01%
1,346
1202
$14K ﹤0.01%
625
1203
$14K ﹤0.01%
130
+30
1204
$14K ﹤0.01%
113
+35
1205
$14K ﹤0.01%
825
1206
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86
1207
$14K ﹤0.01%
287
+126
1208
$14K ﹤0.01%
499
1209
$14K ﹤0.01%
864
-726
1210
$14K ﹤0.01%
162
+12
1211
$14K ﹤0.01%
+803
1212
$14K ﹤0.01%
1,500
1213
$13K ﹤0.01%
+100
1214
$13K ﹤0.01%
150
1215
$13K ﹤0.01%
525
-4,300
1216
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160
1217
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+140
1218
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+200
1219
$13K ﹤0.01%
2,000
1220
$13K ﹤0.01%
64
1221
$13K ﹤0.01%
210
1222
$13K ﹤0.01%
520
-1,012
1223
$13K ﹤0.01%
+50
1224
$13K ﹤0.01%
310
1225
$13K ﹤0.01%
82
47 48
49
50 51