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
$34.1B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$76.3M
3
+$56.1M
4
NVDA icon
NVIDIA
NVDA
+$46.5M
5
AMAT icon
Applied Materials
AMAT
+$41.2M

Top Sells

1
+$73.5M
2
+$55.6M
3
+$44.6M
4
AAPL icon
Apple
AAPL
+$35.8M
5
MIR icon
Mirion Technologies
MIR
+$27.7M

Sector Composition

1 Financials 44.82%
2 Technology 21.62%
3 Consumer Discretionary 7.18%
4 Communication Services 6.65%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.09M 0.02%
21,363
-425
177
$6.9M 0.02%
1,357,625
-13,175
178
$6.59M 0.02%
301,950
-4,900
179
$6.53M 0.02%
179,893
-3,622
180
$6.5M 0.02%
32,806
-3,583
181
$6.44M 0.02%
42,442
+3,091
182
$6.41M 0.02%
132,904
-4,990
183
$6.29M 0.02%
1,925,000
184
$6.24M 0.02%
167,425
-9,399
185
$6.2M 0.02%
617,574
186
$6.18M 0.02%
49,144
+1,753
187
$6.09M 0.02%
59,936
-1,544
188
$6.08M 0.02%
1,223
+47
189
$6.04M 0.02%
+12,884
190
$5.92M 0.02%
432,071
+5,000
191
$5.92M 0.02%
74,476
-5,074
192
$5.92M 0.02%
96,138
-1,313
193
$5.88M 0.02%
34,130
+871
194
$5.88M 0.02%
78,798
-519
195
$5.83M 0.02%
+238,821
196
$5.82M 0.02%
65,292
197
$5.55M 0.02%
55,991
+440
198
$5.52M 0.02%
29,430
-3,439
199
$5.49M 0.02%
18,953
+1,330
200
$5.49M 0.02%
73,784
+774
6 7
8
9 10