First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$1.87B
2
+$223M
3
+$167M
4
META icon
Meta Platforms (Facebook)
META
+$118M
5
ZTO icon
ZTO Express
ZTO
+$42.7M

Top Sells

1
+$187M
2
+$55.4M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$31.9M
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
1501
$2K ﹤0.01%
+100
1502
$1K ﹤0.01%
+250
1503
$1K ﹤0.01%
3
1504
$1K ﹤0.01%
25
+11
1505
$1K ﹤0.01%
+222
1506
$1K ﹤0.01%
34
1507
$1K ﹤0.01%
+30
1508
$1K ﹤0.01%
36
1509
$1K ﹤0.01%
20
1510
$1K ﹤0.01%
65
1511
$1K ﹤0.01%
100
-1,116
1512
$1K ﹤0.01%
35
1513
$1K ﹤0.01%
100
1514
$1K ﹤0.01%
197
1515
$1K ﹤0.01%
47
1516
$1K ﹤0.01%
20
1517
$1K ﹤0.01%
20
1518
$1K ﹤0.01%
+111
1519
$1K ﹤0.01%
51
1520
$1K ﹤0.01%
30
1521
$1K ﹤0.01%
+220
1522
$1K ﹤0.01%
93
1523
$1K ﹤0.01%
23
1524
$1K ﹤0.01%
33
1525
$1K ﹤0.01%
50
59 60
61
62 63