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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$37.8M
3
+$33.9M
4
AMZN icon
Amazon
AMZN
+$24.6M
5
PDD icon
Pinduoduo
PDD
+$23.2M

Top Sells

1
+$57.2M
2
+$21.4M
3
+$18.9M
4
CAR icon
Avis
CAR
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14.6M

Sector Composition

1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$2K ﹤0.01%
200
1452
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42
1453
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+50
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88
1455
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3,500
1456
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83
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142
1458
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91
1459
$2K ﹤0.01%
600
1460
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+117
1461
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220
-525
1462
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23
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300
1465
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500
1466
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600
1467
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300
1468
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+20
1469
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100
1470
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6,000
1471
$2K ﹤0.01%
1,750
1472
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2,500
1473
$2K ﹤0.01%
80
1474
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33
1475
$2K ﹤0.01%
200
57 58
59
60 61