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 8.35%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.7M 0.07%
214,218
-2,240
127
$12.5M 0.07%
153,306
-27,730
128
$12.2M 0.07%
260,547
-15,175
129
$12M 0.07%
49,826
-171
130
$11.7M 0.07%
363,294
-8
131
$11.6M 0.07%
129,774
-21,656
132
$11.6M 0.07%
212,511
+8,390
133
$11.6M 0.07%
343,122
-2,624
134
$11.4M 0.07%
90,161
-297,105
135
$11.4M 0.07%
+835,900
136
$11.3M 0.07%
92,319
+7,431
137
$11.1M 0.06%
185,523
-101,259
138
$10.8M 0.06%
427,751
-10,842
139
$10.6M 0.06%
710,207
-53,629
140
$10.1M 0.06%
71,666
+5,410
141
$10.1M 0.06%
168,616
+1,041
142
$10.1M 0.06%
263,901
-34,377
143
$10M 0.06%
239,750
-72,175
144
$10M 0.06%
32,516
-4,253
145
$10M 0.06%
48,506
+45,788
146
$9.93M 0.06%
486,700
-6,350
147
$9.92M 0.06%
39,587
-307
148
$9.84M 0.06%
422,120
-1,819,862
149
$9.6M 0.06%
163,742
-3,484
150
$9.49M 0.05%
110,212
-1,000
4 5
6
7 8