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 8.32%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4K ﹤0.01%
+500
1252
$4K ﹤0.01%
+370
1253
$4K ﹤0.01%
147
1254
$4K ﹤0.01%
105
1255
$4K ﹤0.01%
124
1256
$4K ﹤0.01%
158
1257
$4K ﹤0.01%
493
1258
$4K ﹤0.01%
+158
1259
$4K ﹤0.01%
204
-300
1260
$4K ﹤0.01%
350
1261
$4K ﹤0.01%
+55
1262
$4K ﹤0.01%
6,000
1263
$4K ﹤0.01%
5,680
1264
$3K ﹤0.01%
100
1265
$3K ﹤0.01%
29
1266
$3K ﹤0.01%
43
1267
$3K ﹤0.01%
200
-280
1268
$3K ﹤0.01%
65
1269
$3K ﹤0.01%
+100
1270
$3K ﹤0.01%
+77
1271
$3K ﹤0.01%
150
1272
$3K ﹤0.01%
51
-431
1273
$3K ﹤0.01%
22
1274
$3K ﹤0.01%
243
-17,207
1275
$3K ﹤0.01%
4,800
49 50
51
52 53