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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$11K ﹤0.01%
24
+12
1252
$11K ﹤0.01%
250
1253
$11K ﹤0.01%
100
1254
$11K ﹤0.01%
6,600
1255
$11K ﹤0.01%
1,750
+1,000
1256
$10K ﹤0.01%
+35
1257
$10K ﹤0.01%
+2,600
1258
$10K ﹤0.01%
780
1259
$10K ﹤0.01%
471
+125
1260
$10K ﹤0.01%
132
1261
$10K ﹤0.01%
31
1262
$10K ﹤0.01%
128
+88
1263
$10K ﹤0.01%
126
-51
1264
$10K ﹤0.01%
228
+180
1265
$10K ﹤0.01%
200
-2,350
1266
$10K ﹤0.01%
86
1267
$10K ﹤0.01%
180
1268
$10K ﹤0.01%
300
1269
$10K ﹤0.01%
350
1270
$10K ﹤0.01%
180
-200
1271
$10K ﹤0.01%
52
1272
$10K ﹤0.01%
71
1273
$10K ﹤0.01%
120
1274
$9K ﹤0.01%
375
1275
$9K ﹤0.01%
600
49 50
51
52 53