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
101
$24.1M 0.08%
180,353
-10,007
102
$23.9M 0.08%
643,680
+405
103
$23.6M 0.08%
107,115
-724
104
$23.4M 0.08%
351,398
+347,087
105
$23.3M 0.08%
596,850
-6,870
106
$23.2M 0.08%
+397,770
107
$22.7M 0.07%
34,768
-2,532
108
$22.3M 0.07%
138,083
-325
109
$21.7M 0.07%
3,334,916
+1,305,009
110
$21.6M 0.07%
296,983
-8,868
111
$20.6M 0.07%
1,292,691
+43,513
112
$20M 0.07%
11,769
113
$19.9M 0.07%
45,239
-480
114
$19.9M 0.07%
259,911
-2,566
115
$19.6M 0.06%
342,512
+39,589
116
$19.5M 0.06%
131,497
-1,125
117
$19.3M 0.06%
591,060
+22,792
118
$19.1M 0.06%
214,883
-1,700
119
$18.4M 0.06%
163,620
-3,564
120
$18M 0.06%
185,403
+45,648
121
$18M 0.06%
48,276
122
$17.7M 0.06%
488,624
+33,311
123
$17.5M 0.06%
509,856
+311,857
124
$17.3M 0.06%
755,620
-1,800
125
$17.2M 0.06%
170,464
+6,399
3 4
5
6 7