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
1376
– –
-156
1377
$0 ﹤0.01%
39
1378
$0 ﹤0.01%
+16
1379
$0 ﹤0.01%
100
1380
– –
-96,153
1381
– –
-131
1382
$0 ﹤0.01%
43
-27
1383
– –
-229,343
1384
$0 ﹤0.01%
547
1385
$0 ﹤0.01%
500
1386
$0 ﹤0.01%
2
1387
– –
-10,000
1388
$0 ﹤0.01%
400
1389
$0 ﹤0.01%
20
1390
– –
-10
1391
$0 ﹤0.01%
2
1392
$0 ﹤0.01%
171
1393
– –
-73
1394
$0 ﹤0.01%
33
1395
– –
-100
1396
$0 ﹤0.01%
4
1397
– –
-2
1398
– –
0
1399
$0 ﹤0.01%
6
1400
– –
-1,000
54 55
56
57 58