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
1326
$1K ﹤0.01%
+20
1327
$1K ﹤0.01%
101
1328
$1K ﹤0.01%
90
1329
$1K ﹤0.01%
333
1330
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47
1331
$1K ﹤0.01%
+31
1332
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63
1333
$1K ﹤0.01%
32
1334
$1K ﹤0.01%
100
1335
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83
1336
$1K ﹤0.01%
+40
1337
$1K ﹤0.01%
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1338
$1K ﹤0.01%
7
1339
$1K ﹤0.01%
300
-1,450
1340
$1K ﹤0.01%
15
1341
$1K ﹤0.01%
110
-3,390
1342
$1K ﹤0.01%
425
1343
$1K ﹤0.01%
1,200
1344
$1K ﹤0.01%
101
+41
1345
$1K ﹤0.01%
197
1346
$1K ﹤0.01%
57
1347
$1K ﹤0.01%
600
1348
$1K ﹤0.01%
201
1349
– –
-10,975
1350
– –
-200
52 53
54
55 56