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
$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
176
$6.97M 0.04%
427,965
-38,808
177
$6.89M 0.04%
511,439
-32,248
178
$6.85M 0.04%
2,262,011
-553,574
179
$6.77M 0.04%
59,395
-23,419
180
$6.75M 0.04%
45,317
+5
181
$6.67M 0.04%
34,625
+12,030
182
$6.61M 0.04%
96,700
-90,000
183
$6.61M 0.04%
75,645
-6,128
184
$6.6M 0.04%
217,343
-83,469
185
$6.54M 0.04%
213,405
+49,995
186
$6.53M 0.04%
179,944
-13,525
187
$6.47M 0.04%
4,991
-80
188
$6.38M 0.04%
152,505
-3,634
189
$6.36M 0.04%
150,022
+61,461
190
$6.31M 0.04%
124,505
-248,679
191
$6.29M 0.04%
417,435
+325
192
$6.28M 0.04%
30,098
-427
193
$6.21M 0.04%
35,506
-3,039
194
$6.12M 0.04%
2,650,982
+1,200,000
195
$6.05M 0.04%
717,840
196
$5.85M 0.03%
27,595
-569
197
$5.76M 0.03%
1,190,879
-79,670
198
$5.76M 0.03%
317,154
-49,405
199
$5.7M 0.03%
142,758
+1,329
200
$5.68M 0.03%
249,638
-7,541
6 7
8
9 10