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
201
$5.62M 0.03%
103,824
-200
202
$5.55M 0.03%
63,491
-24,530
203
$5.43M 0.03%
652,556
-142,368
204
$5.42M 0.03%
236,615
-27,084
205
$5.41M 0.03%
340,766
-53,749
206
$5.34M 0.03%
211,215
+66,225
207
$5.29M 0.03%
130,380
+130,280
208
$5.23M 0.03%
100,184
-37,872
209
$5.17M 0.03%
168,511
-244
210
$5.14M 0.03%
87,393
+1,893
211
$5.11M 0.03%
40,239
-2,853
212
$5.06M 0.03%
16,674
+872
213
$5M 0.03%
81,141
-265
214
$4.89M 0.03%
34,917
+4,857
215
$4.84M 0.03%
65,267
-410
216
$4.81M 0.03%
256,961
-18,889
217
$4.72M 0.03%
56,173
-2,250
218
$4.71M 0.03%
118,332
+141
219
$4.63M 0.03%
74,664
-2,118
220
$4.56M 0.03%
30,394
-230
221
$4.46M 0.03%
242,473
+33,085
222
$4.45M 0.03%
151,306
-1,600
223
$4.39M 0.03%
77,573
-3,700
224
$4.34M 0.03%
205,868
-36,247
225
$4.18M 0.02%
45,795
-700
7 8
9
10 11