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
1626
– –
-96,700
1627
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0
1628
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20
1629
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-794
1630
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-2,000
1631
$0 ﹤0.01%
50
1632
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-3,000
1633
$0 ﹤0.01%
4
1634
$0 ﹤0.01%
+10
1635
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-1,950
1636
$0 ﹤0.01%
29
1637
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-250
1638
$0 ﹤0.01%
3
1639
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39
1640
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-600
1641
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115
1643
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7
1644
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1645
$0 ﹤0.01%
3
1646
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$0 ﹤0.01%
232
1648
$0 ﹤0.01%
5
1649
$0 ﹤0.01%
+100
1650
– –
-500
64 65
66
67 68