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
576
$451K ﹤0.01%
4,721
+51
577
$444K ﹤0.01%
32,779
-2,542
578
$443K ﹤0.01%
1,480
-138
579
$443K ﹤0.01%
21,349
580
$442K ﹤0.01%
13,876
-63
581
$442K ﹤0.01%
33,888
582
$439K ﹤0.01%
23,744
583
$437K ﹤0.01%
25,514
584
$431K ﹤0.01%
4,407
+4,070
585
$429K ﹤0.01%
23,140
586
$427K ﹤0.01%
4,537
587
$424K ﹤0.01%
32,336
-64,150
588
$423K ﹤0.01%
6,693
+2,131
589
$422K ﹤0.01%
14,334
590
$422K ﹤0.01%
2,800
591
$418K ﹤0.01%
8,250
-250
592
$418K ﹤0.01%
+70,000
593
$417K ﹤0.01%
14,000
594
$416K ﹤0.01%
2,500
-4
595
$412K ﹤0.01%
2,965
596
$407K ﹤0.01%
3,647
+24
597
$404K ﹤0.01%
8,325
598
$395K ﹤0.01%
1,638
+1,414
599
$393K ﹤0.01%
18,583
+11,916
600
$392K ﹤0.01%
15,700
-445
22 23
24
25 26