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
1251
$11K ﹤0.01%
255
1252
$11K ﹤0.01%
+300
1253
$11K ﹤0.01%
2,100
+100
1254
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180
1255
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500
1256
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205
+1
1257
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100
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78
1259
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100
1260
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350
1261
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1262
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1264
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500
1265
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33
1266
$10K ﹤0.01%
780
1267
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800
+500
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$10K ﹤0.01%
632
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$10K ﹤0.01%
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1271
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+540
1272
$10K ﹤0.01%
+426
1273
$10K ﹤0.01%
+100
1274
$10K ﹤0.01%
84
1275
$10K ﹤0.01%
200
49 50
51
52 53