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
1426
$0 ﹤0.01%
+350
1427
– –
-2,837
1428
– –
-25
1429
– –
-10,975
1430
– –
-200
1431
– –
-3,500
1432
– –
-386,016
1433
– –
-22,700
1434
– –
-5,153
1435
– –
-197,026
1436
$0 ﹤0.01%
171
1437
– –
-73
1438
$0 ﹤0.01%
33
1439
– –
-100
1440
$0 ﹤0.01%
4
1441
– –
-2
1442
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0
1443
$0 ﹤0.01%
6
1444
$0 ﹤0.01%
14
1445
$0 ﹤0.01%
121
1446
– –
-66,000
1447
$0 ﹤0.01%
+10
1448
– –
-43,665
1449
– –
-269,876
1450
– –
-5,000
56 57
58
59 60