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
1401
– –
-717
1402
$0 ﹤0.01%
65
1403
– –
-90
1404
– –
-500
1405
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-500
1406
– –
-667
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– –
-852
1408
– –
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1409
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-600
1410
$0 ﹤0.01%
5
1411
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4
1412
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-6,600
1413
$0 ﹤0.01%
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1414
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0
1415
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-3,000
1416
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0
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$0 ﹤0.01%
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1419
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1421
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-18,838
1422
$0 ﹤0.01%
3
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1
1424
$0 ﹤0.01%
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1425
$0 ﹤0.01%
8
55 56
57
58 59