First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
1576
$0 ﹤0.01%
+31
1577
– –
-100,000
1578
$0 ﹤0.01%
17
1579
– –
-4,500
1580
– –
-5,195
1581
– –
-1,993
1582
– –
-240
1583
$0 ﹤0.01%
9
1584
– –
-800
1585
$0 ﹤0.01%
44
-2,456
1586
$0 ﹤0.01%
9
1587
– –
0
1588
$0 ﹤0.01%
1
1589
– –
-347
1590
– –
-146,272
1591
$0 ﹤0.01%
5
1592
$0 ﹤0.01%
+16
1593
$0 ﹤0.01%
30
1594
$0 ﹤0.01%
2
1595
– –
-482
1596
– –
-682
1597
$0 ﹤0.01%
6
1598
– –
-780
1599
$0 ﹤0.01%
6
1600
– –
-600
62 63
64
65 66