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
1276
$10K ﹤0.01%
+197
1277
$9K ﹤0.01%
850
1278
$9K ﹤0.01%
100
1279
$9K ﹤0.01%
+800
1280
$9K ﹤0.01%
32
1281
$9K ﹤0.01%
37
1282
$9K ﹤0.01%
+280
1283
$9K ﹤0.01%
343
+100
1284
$9K ﹤0.01%
1,735
-27
1285
$9K ﹤0.01%
200
1286
$9K ﹤0.01%
200
1287
$9K ﹤0.01%
+25
1288
$9K ﹤0.01%
1,000
1289
$9K ﹤0.01%
35
1290
$9K ﹤0.01%
200
1291
$8K ﹤0.01%
375
1292
$8K ﹤0.01%
39
1293
$8K ﹤0.01%
346
1294
$8K ﹤0.01%
87
1295
$8K ﹤0.01%
108
1296
$8K ﹤0.01%
100
1297
$8K ﹤0.01%
81
+14
1298
$8K ﹤0.01%
200
1299
$8K ﹤0.01%
210
1300
$8K ﹤0.01%
158