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
1476
– –
-3,500
1477
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-386,016
1478
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-22,700
1479
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-5,153
1480
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-197,026
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-346
1482
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0
1483
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-950
1484
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-3
1485
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-272
1486
$0 ﹤0.01%
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1487
$0 ﹤0.01%
121
1488
– –
-66,000
1489
$0 ﹤0.01%
+10
1490
– –
-43,665
1491
– –
-269,876
1492
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1493
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-100
1494
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-30
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$0 ﹤0.01%
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1496
$0 ﹤0.01%
20
1497
– –
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1498
– –
-70,900
1499
$0 ﹤0.01%
143
-7
1500
$0 ﹤0.01%
4
-2
58 59
60
61 62