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
451
$733K ﹤0.01%
11,394
-2
452
$731K ﹤0.01%
7,521
453
$730K ﹤0.01%
1,955
454
$728K ﹤0.01%
3,394
+200
455
$724K ﹤0.01%
35,950
456
$717K ﹤0.01%
2,614
+1,021
457
$711K ﹤0.01%
3,068
-81
458
$707K ﹤0.01%
+26,100
459
$707K ﹤0.01%
100,000
-66,000
460
$700K ﹤0.01%
3,970
461
$696K ﹤0.01%
12,000
462
$678K ﹤0.01%
149,067
463
$677K ﹤0.01%
15,295
+1,000
464
$675K ﹤0.01%
2,953
465
$671K ﹤0.01%
7,280
466
$669K ﹤0.01%
11,106
+106
467
$665K ﹤0.01%
14,921
-776
468
$665K ﹤0.01%
6,925
-11
469
$665K ﹤0.01%
3,765
470
$663K ﹤0.01%
5,247
-20
471
$660K ﹤0.01%
32,640
-35,075
472
$658K ﹤0.01%
16,785
-9,216
473
$656K ﹤0.01%
36,550
-177,903
474
$647K ﹤0.01%
9,342
-837
475
$640K ﹤0.01%
60,232
17 18
19
20 21