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
$27.1B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$90.1M
2
+$59.6M
3
+$53.2M
4
UNH icon
UnitedHealth
UNH
+$26.4M
5
VMEO
Vimeo
VMEO
+$24.7M

Top Sells

1
+$46.1M
2
+$42.4M
3
+$36.6M
4
VIPS icon
Vipshop
VIPS
+$25.2M
5
BN icon
Brookfield
BN
+$23.7M

Sector Composition

1 Financials 41.6%
2 Technology 16.13%
3 Healthcare 10.46%
4 Consumer Discretionary 9.11%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$618K ﹤0.01%
4,142
+1,120
502
$617K ﹤0.01%
6,925
503
$616K ﹤0.01%
35,628
504
$612K ﹤0.01%
3,478
-150
505
$606K ﹤0.01%
28,465
506
$603K ﹤0.01%
5,055
507
$603K ﹤0.01%
40,500
+26,200
508
$598K ﹤0.01%
4,830
509
$596K ﹤0.01%
3,041
-334
510
$586K ﹤0.01%
7,286
+13
511
$585K ﹤0.01%
5,169
512
$584K ﹤0.01%
+17,861
513
$577K ﹤0.01%
3,400
514
$571K ﹤0.01%
17,500
515
$567K ﹤0.01%
10,900
+9,880
516
$565K ﹤0.01%
11,256
+6,256
517
$564K ﹤0.01%
35,950
518
$561K ﹤0.01%
3,746
519
$560K ﹤0.01%
3,756
-67
520
$554K ﹤0.01%
2,758
521
$554K ﹤0.01%
8,400
522
$553K ﹤0.01%
18,629
+34
523
$553K ﹤0.01%
830
524
$553K ﹤0.01%
14,752
+14,262
525
$552K ﹤0.01%
2,000
-1,000
19 20
21
22 23