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 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$4K ﹤0.01%
350
1427
$4K ﹤0.01%
83
1428
$4K ﹤0.01%
+53
1429
$4K ﹤0.01%
179
1430
$4K ﹤0.01%
300
1431
$4K ﹤0.01%
279
1432
$4K ﹤0.01%
500
1433
$4K ﹤0.01%
+22
1434
$4K ﹤0.01%
+440
1435
$4K ﹤0.01%
6
1436
$4K ﹤0.01%
500
1437
$4K ﹤0.01%
+500
1438
$4K ﹤0.01%
+500
1439
$4K ﹤0.01%
300
1440
$4K ﹤0.01%
500
1441
$4K ﹤0.01%
24
1442
$4K ﹤0.01%
67
1443
$4K ﹤0.01%
+300
1444
$4K ﹤0.01%
133
1445
$4K ﹤0.01%
36
-378
1446
$4K ﹤0.01%
50
1447
$4K ﹤0.01%
+1,079
1448
$4K ﹤0.01%
+54
1449
$3K ﹤0.01%
150
1450
$3K ﹤0.01%
+5
56 57
58
59 60