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
1526
$1K ﹤0.01%
500
1527
$1K ﹤0.01%
33
1528
$1K ﹤0.01%
250
1529
$1K ﹤0.01%
50
1530
$1K ﹤0.01%
70
1531
$1K ﹤0.01%
38
1532
$1K ﹤0.01%
143
1533
$0 ﹤0.01%
4
1534
– –
-250
1535
– –
-1,351
1536
– –
-20,000
1537
– –
-31,008
1538
$0 ﹤0.01%
5
1539
– –
-7,500
1540
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0
1541
– –
0
1542
– –
-60,260
1543
$0 ﹤0.01%
2
1544
– –
0
1545
$0 ﹤0.01%
37
1546
– –
-27,157
1547
$0 ﹤0.01%
+110
1548
– –
-440
1549
– –
-400
1550
– –
-1,500
60 61
62
63 64