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
$23.2B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$184M
3
+$103M
4
UNH icon
UnitedHealth
UNH
+$90.6M
5
VIPS icon
Vipshop
VIPS
+$57.8M

Top Sells

1
+$106M
2
+$63.3M
3
+$50.8M
4
AAPL icon
Apple
AAPL
+$44.1M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$41M

Sector Composition

1 Financials 37.83%
2 Technology 15.62%
3 Healthcare 11%
4 Consumer Discretionary 9.69%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.06M ﹤0.01%
79,040
-2,300
402
$1.05M ﹤0.01%
3,212
-51
403
$1.03M ﹤0.01%
61,800
404
$1.02M ﹤0.01%
36,655
405
$1.02M ﹤0.01%
28,815
+1,150
406
$984K ﹤0.01%
3,547
-8,278
407
$979K ﹤0.01%
83,759
408
$974K ﹤0.01%
48,725
409
$970K ﹤0.01%
39,362
-900
410
$962K ﹤0.01%
17,236
-16,630
411
$940K ﹤0.01%
8,483
-250
412
$932K ﹤0.01%
2,881
-8,545
413
$921K ﹤0.01%
14,555
414
$918K ﹤0.01%
4,763
-86
415
$907K ﹤0.01%
28,555
-719
416
$903K ﹤0.01%
16,888
-20
417
$903K ﹤0.01%
14,456
+792
418
$897K ﹤0.01%
7,370
-1,337
419
$892K ﹤0.01%
20,546
420
$892K ﹤0.01%
15,029
-12
421
$887K ﹤0.01%
52,852
422
$880K ﹤0.01%
13,254
+3,614
423
$865K ﹤0.01%
62,032
424
$863K ﹤0.01%
14,234
+7,285
425
$861K ﹤0.01%
6,050
-600
15 16
17
18 19