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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$5K ﹤0.01%
300
1377
$5K ﹤0.01%
60
1378
$5K ﹤0.01%
+67
1379
$5K ﹤0.01%
2,094
+2,000
1380
$5K ﹤0.01%
1,200
1381
$5K ﹤0.01%
54
+25
1382
$5K ﹤0.01%
+15
1383
$5K ﹤0.01%
150
1384
$5K ﹤0.01%
400
1385
$5K ﹤0.01%
55
+35
1386
$5K ﹤0.01%
200
1387
$5K ﹤0.01%
200
1388
$5K ﹤0.01%
180
1389
$5K ﹤0.01%
65
1390
$5K ﹤0.01%
+62
1391
$5K ﹤0.01%
150
1392
$5K ﹤0.01%
1,000
1393
$5K ﹤0.01%
150
1394
$5K ﹤0.01%
204
1395
$5K ﹤0.01%
+1,000
1396
$5K ﹤0.01%
43
1397
$5K ﹤0.01%
+500
1398
$5K ﹤0.01%
2,500
+100
1399
$5K ﹤0.01%
+54
1400
$4K ﹤0.01%
179
54 55
56
57 58