First Manhattan

First Manhattan Portfolio holdings

AUM $35.4B
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
101
$17.2M 0.1%
105,046
-338
102
$17.1M 0.1%
+1,023,979
103
$17M 0.1%
665,897
-302,230
104
$16.7M 0.1%
358,462
-87,102
105
$16.2M 0.09%
326,569
+91,744
106
$15.6M 0.09%
1,578,044
-721,196
107
$15.5M 0.09%
249,149
-825
108
$15.1M 0.09%
149,904
-135
109
$14.9M 0.09%
221,072
-43,010
110
$14.8M 0.09%
87,771
+12,126
111
$14.7M 0.08%
51,752
-4,723
112
$14.5M 0.08%
323,576
-22,991
113
$14.4M 0.08%
602,634
-190,790
114
$13.8M 0.08%
93,600
-2,600
115
$13.8M 0.08%
187,497
-5,606
116
$13.8M 0.08%
178,260
-85,056
117
$13.6M 0.08%
346,516
-19,078
118
$13.5M 0.08%
187,577
+2,118
119
$13.5M 0.08%
40,786
120
$13.3M 0.08%
95,162
-3,385
121
$13.3M 0.08%
182,034
+7,190
122
$13M 0.08%
309,068
-67,162
123
$12.9M 0.07%
198,442
-20,417
124
$12.9M 0.07%
305,098
-4,159
125
$12.7M 0.07%
15,820
-69,444
3 4
5
6 7