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
1201
$15K ﹤0.01%
171
1202
$15K ﹤0.01%
4,000
1203
$15K ﹤0.01%
450
-3,325
1204
$15K ﹤0.01%
218
1205
$15K ﹤0.01%
160
1206
$15K ﹤0.01%
3,173
1207
$14K ﹤0.01%
356
1208
$14K ﹤0.01%
100
1209
$14K ﹤0.01%
1,346
1210
$14K ﹤0.01%
1,371
+10
1211
$14K ﹤0.01%
419
1212
$14K ﹤0.01%
46
1213
$14K ﹤0.01%
52
1214
$14K ﹤0.01%
232
1215
$14K ﹤0.01%
330
1216
$14K ﹤0.01%
458
1217
$14K ﹤0.01%
150
1218
$14K ﹤0.01%
209
1219
$14K ﹤0.01%
300
1220
$14K ﹤0.01%
100
1221
$13K ﹤0.01%
80
1222
$13K ﹤0.01%
86
1223
$13K ﹤0.01%
174
+52
1224
$13K ﹤0.01%
452
1225
$13K ﹤0.01%
825
47 48
49
50 51