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
476
$487K ﹤0.01%
+29,531
477
$485K ﹤0.01%
8,642
-73,481
478
$483K ﹤0.01%
7,581
+1
479
$482K ﹤0.01%
539
+9
480
$482K ﹤0.01%
4,046
-925
481
$481K ﹤0.01%
41,300
-9,071
482
$475K ﹤0.01%
11,100
+50
483
$473K ﹤0.01%
27,490
484
$471K ﹤0.01%
+57,726
485
$470K ﹤0.01%
+15,700
486
$469K ﹤0.01%
6,550
+3,081
487
$467K ﹤0.01%
5,633
488
$467K ﹤0.01%
5,244
+244
489
$466K ﹤0.01%
52,624
490
$463K ﹤0.01%
4,911
491
$459K ﹤0.01%
17,200
-1,350
492
$455K ﹤0.01%
2,300
493
$454K ﹤0.01%
24,163
494
$452K ﹤0.01%
1,642
495
$452K ﹤0.01%
+7,600
496
$450K ﹤0.01%
35,627
497
$449K ﹤0.01%
1,910
-18
498
$449K ﹤0.01%
5,093
-1,373
499
$448K ﹤0.01%
2,177
-1,545
500
$443K ﹤0.01%
30,771
18 19
20
21 22