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
$27.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,595
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$68.7M
3
+$62.2M
4
UNH icon
UnitedHealth
UNH
+$56.2M
5
IMGN
Immunogen Inc
IMGN
+$32.1M

Top Sells

1
+$790M
2
+$78.2M
3
+$49.8M
4
IAC icon
IAC Inc
IAC
+$40.9M
5
PNC icon
PNC Financial Services
PNC
+$30.7M

Sector Composition

1 Financials 44.09%
2 Technology 18.28%
3 Healthcare 10.34%
4 Consumer Discretionary 7.89%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$565K ﹤0.01%
5,155
-29
452
$553K ﹤0.01%
5,654
-480
453
$553K ﹤0.01%
4,097
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454
$551K ﹤0.01%
17,500
455
$547K ﹤0.01%
100,000
456
$547K ﹤0.01%
1,553
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457
$546K ﹤0.01%
13,375
-119,925
458
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+124,744
459
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29,625
460
$534K ﹤0.01%
8,066
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461
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8,400
462
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6,110
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463
$528K ﹤0.01%
43,492
464
$528K ﹤0.01%
9,100
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465
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8,196
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5,421
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467
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5,000
468
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3,841
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469
$515K ﹤0.01%
6,266
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470
$509K ﹤0.01%
2,364
471
$508K ﹤0.01%
5,037
472
$502K ﹤0.01%
22,000
473
$501K ﹤0.01%
5,095
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474
$500K ﹤0.01%
20,652
-1,410
475
$499K ﹤0.01%
8,800
-220
17 18
19
20 21