First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$98.4M
2
+$73.3M
3
+$40.6M
4
V icon
Visa
V
+$27.6M
5
SY
So-Young International
SY
+$24.2M

Top Sells

1
+$75.8M
2
+$52.1M
3
+$51.7M
4
SCI icon
Service Corp International
SCI
+$44.9M
5
RHI icon
Robert Half
RHI
+$39.5M

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
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54 55
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57 58