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
$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 8.35%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4K ﹤0.01%
158
1252
$4K ﹤0.01%
493
1253
$4K ﹤0.01%
+158
1254
$4K ﹤0.01%
204
-300
1255
$4K ﹤0.01%
350
1256
$4K ﹤0.01%
+55
1257
$4K ﹤0.01%
6,000
1258
$4K ﹤0.01%
5,680
1259
$4K ﹤0.01%
195
1260
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+200
1261
$4K ﹤0.01%
+112
1262
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127
1263
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425
-1,700
1264
$3K ﹤0.01%
147
1265
$3K ﹤0.01%
272
-8
1266
$3K ﹤0.01%
62
1267
$3K ﹤0.01%
360
1268
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101
1269
$3K ﹤0.01%
179
1270
$3K ﹤0.01%
19
1271
$3K ﹤0.01%
51
1272
$3K ﹤0.01%
300
1273
$3K ﹤0.01%
100
1274
$3K ﹤0.01%
29
1275
$3K ﹤0.01%
43
49 50
51
52 53