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
1276
$3K ﹤0.01%
200
-280
1277
$3K ﹤0.01%
65
1278
$3K ﹤0.01%
+100
1279
$3K ﹤0.01%
+77
1280
$3K ﹤0.01%
150
1281
$3K ﹤0.01%
51
-431
1282
$3K ﹤0.01%
22
1283
$3K ﹤0.01%
243
-17,207
1284
$3K ﹤0.01%
4,800
1285
$3K ﹤0.01%
500
1286
$2K ﹤0.01%
200
1287
$2K ﹤0.01%
96
1288
$2K ﹤0.01%
34
1289
$2K ﹤0.01%
5,000
1290
$2K ﹤0.01%
200
1291
$2K ﹤0.01%
+47
1292
$2K ﹤0.01%
1,762
1293
$2K ﹤0.01%
50
1294
$2K ﹤0.01%
116
1295
$2K ﹤0.01%
+84
1296
$2K ﹤0.01%
100
1297
$2K ﹤0.01%
252
1298
$2K ﹤0.01%
323
1299
$2K ﹤0.01%
118
1300
$2K ﹤0.01%
20
50 51
52
53 54