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
1351
– –
-3,500
1352
– –
-386,016
1353
– –
-22,700
1354
– –
-5,153
1355
– –
-197,026
1356
$0 ﹤0.01%
171
1357
– –
-73
1358
$0 ﹤0.01%
33
1359
– –
-100
1360
$0 ﹤0.01%
4
1361
– –
-2
1362
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0
1363
$0 ﹤0.01%
6
1364
– –
-5,000
1365
$0 ﹤0.01%
6
1366
$0 ﹤0.01%
63
1367
– –
-200
1368
– –
-14,500
1369
– –
-104
1370
– –
-27,792
1371
– –
-575
1372
$0 ﹤0.01%
20
1373
$0 ﹤0.01%
11
1374
$0 ﹤0.01%
25
1375
$0 ﹤0.01%
684
53 54
55
56 57