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
1451
$0 ﹤0.01%
33
1452
$0 ﹤0.01%
+57
1453
– –
-1
1454
$0 ﹤0.01%
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1455
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93
1456
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0
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-3
1458
$0 ﹤0.01%
37
1459
$0 ﹤0.01%
232
1460
– –
-87,550
1461
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-911
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-367
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$0 ﹤0.01%
100
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1466
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8
1467
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1468
$0 ﹤0.01%
1,225
-8,645
1469
$0 ﹤0.01%
20,075
1470
$0 ﹤0.01%
1,300
-500
1471
$0 ﹤0.01%
+350
1472
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-2,837
1473
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-25
1474
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-10,975
1475
– –
-200
57 58
59
60 61