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
1301
$2K ﹤0.01%
100
1302
$2K ﹤0.01%
127
1303
$2K ﹤0.01%
300
-58
1304
$2K ﹤0.01%
63
1305
$2K ﹤0.01%
279
1306
$2K ﹤0.01%
+20
1307
$2K ﹤0.01%
100
1308
$2K ﹤0.01%
500
-2,148
1309
$2K ﹤0.01%
34
1310
$2K ﹤0.01%
5,000
1311
$2K ﹤0.01%
200
1312
$2K ﹤0.01%
+47
1313
$2K ﹤0.01%
1,762
1314
$2K ﹤0.01%
50
1315
$2K ﹤0.01%
116
1316
$1K ﹤0.01%
210
1317
$1K ﹤0.01%
300
-1,450
1318
$1K ﹤0.01%
15
1319
$1K ﹤0.01%
110
-3,390
1320
$1K ﹤0.01%
425
1321
$1K ﹤0.01%
1,200
1322
$1K ﹤0.01%
+350
1323
$1K ﹤0.01%
60
1324
$1K ﹤0.01%
+300
1325
$1K ﹤0.01%
9
51 52
53
54 55