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 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$1K ﹤0.01%
36
1502
$1K ﹤0.01%
+41
1503
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200
1504
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+5
1505
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+232
1506
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54
1507
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300
1508
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+100
1509
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1510
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1511
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617
1512
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1513
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+35
1514
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1515
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4
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1516
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1517
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1518
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+25
1519
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1520
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1521
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1522
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6
1523
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1524
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10
1525
$1K ﹤0.01%
50
59 60
61
62 63