First Manhattan

First Manhattan Portfolio holdings

AUM $35.4B
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
1526
$0 ﹤0.01%
26
-3
1527
$0 ﹤0.01%
37
1528
-272