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
551
$493K ﹤0.01%
6,799
-12
552
$492K ﹤0.01%
51,400
553
$489K ﹤0.01%
6,125
554
$489K ﹤0.01%
21,620
555
$487K ﹤0.01%
5,660
-184
556
$485K ﹤0.01%
11,025
-950
557
$482K ﹤0.01%
19,500
558
$481K ﹤0.01%
13,191
-22
559
$480K ﹤0.01%
8,725
-65,935
560
$479K ﹤0.01%
7,875
+410
561
$477K ﹤0.01%
4,000
562
$475K ﹤0.01%
29,175
+800
563
$473K ﹤0.01%
5,641
564
$469K ﹤0.01%
1,999
+970
565
$461K ﹤0.01%
14,065
-1,265
566
$461K ﹤0.01%
7,869
-65
567
$460K ﹤0.01%
15,375
568
$459K ﹤0.01%
5,625
569
$456K ﹤0.01%
3,983
+8
570
$455K ﹤0.01%
40,000
+3,000
571
$454K ﹤0.01%
8,724
572
$453K ﹤0.01%
8,200
573
$453K ﹤0.01%
2,525
+2,265
574
$452K ﹤0.01%
38,180
-607,850
575
$451K ﹤0.01%
2,550
21 22
23
24 25