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
526
$552K ﹤0.01%
15,000
527
$551K ﹤0.01%
+40,000
528
$551K ﹤0.01%
7,606
-2,292
529
$550K ﹤0.01%
3,817
530
$549K ﹤0.01%
11,330
-320
531
$543K ﹤0.01%
16,181
-108
532
$541K ﹤0.01%
2,649
-23
533
$541K ﹤0.01%
24,360
534
$535K ﹤0.01%
4,934
+900
535
$534K ﹤0.01%
4,354
536
$532K ﹤0.01%
11,106
537
$527K ﹤0.01%
4,128
+76
538
$522K ﹤0.01%
12,200
539
$518K ﹤0.01%
90,000
540
$518K ﹤0.01%
25,000
-8,600
541
$515K ﹤0.01%
22,610
542
$515K ﹤0.01%
6,606
+168
543
$515K ﹤0.01%
7,354
-188
544
$511K ﹤0.01%
18,707
+10
545
$510K ﹤0.01%
3,814
546
$506K ﹤0.01%
8,729
-40
547
$505K ﹤0.01%
24,843
548
$502K ﹤0.01%
+6,800
549
$502K ﹤0.01%
16,992
550
$498K ﹤0.01%
1,489
+3
20 21
22
23 24