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
$16.1B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$45.5M
3
+$42M
4
LYB icon
LyondellBasell Industries
LYB
+$37.8M
5
OPLN
Openlane
OPLN
+$36.1M

Top Sells

1
+$79.8M
2
+$46.7M
3
+$45.2M
4
YELP icon
Yelp
YELP
+$42M
5
UHAL icon
U-Haul Holding Co
UHAL
+$35.4M

Sector Composition

1 Financials 41.28%
2 Healthcare 11.08%
3 Technology 9.94%
4 Consumer Discretionary 7.4%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$4K ﹤0.01%
53
1227
$4K ﹤0.01%
200
1228
$4K ﹤0.01%
+120
1229
$4K ﹤0.01%
345
+95
1230
$4K ﹤0.01%
100
1231
$4K ﹤0.01%
26,025
-15,000
1232
$4K ﹤0.01%
107
1233
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+52
1234
$4K ﹤0.01%
150
1235
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158
1236
$4K ﹤0.01%
750
1237
$4K ﹤0.01%
92
1238
$4K ﹤0.01%
350
1239
$3K ﹤0.01%
+7
1240
$3K ﹤0.01%
+200
1241
$3K ﹤0.01%
+1,100
1242
$3K ﹤0.01%
78
-337
1243
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+30
1244
$3K ﹤0.01%
51
1245
$3K ﹤0.01%
42
1246
$3K ﹤0.01%
180
1247
$3K ﹤0.01%
3,200
1248
$3K ﹤0.01%
100
-1,300
1249
$3K ﹤0.01%
300
-3,700
1250
$3K ﹤0.01%
109
48 49
50
51 52