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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$37.8M
3
+$33.9M
4
AMZN icon
Amazon
AMZN
+$24.6M
5
PDD icon
Pinduoduo
PDD
+$23.2M

Top Sells

1
+$57.2M
2
+$21.4M
3
+$18.9M
4
CAR icon
Avis
CAR
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14.6M

Sector Composition

1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.16M 0.03%
781,231
+84,156
177
$9.08M 0.03%
1,024,134
+173,510
178
$8.95M 0.03%
57,217
-500
179
$8.8M 0.03%
101,093
-3,022
180
$8.71M 0.03%
287,175
181
$8.51M 0.03%
75,143
+12,100
182
$8.43M 0.03%
2,642,198
-258,071
183
$8.35M 0.03%
71,358
+45,110
184
$8.11M 0.03%
193,816
-4,205
185
$8.07M 0.03%
26,749
-300
186
$8.01M 0.03%
175,929
-7,206
187
$7.93M 0.03%
101,002
-53,359
188
$7.92M 0.03%
444,411
-500
189
$7.92M 0.03%
32,097
-40
190
$7.85M 0.03%
468,381
+151,737
191
$7.79M 0.03%
16,335
+1
192
$7.77M 0.03%
699,150
+46,350
193
$7.58M 0.03%
721,465
+90,750
194
$7.52M 0.02%
97,655
-239
195
$7.46M 0.02%
29,057
-1,779
196
$7.45M 0.02%
30,345
+5,872
197
$7.37M 0.02%
167,276
+89,049
198
$7.36M 0.02%
139,167
+6,002
199
$7.35M 0.02%
50,412
+2,400
200
$7.28M 0.02%
157,232
6 7
8
9 10