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
601
$261K ﹤0.01%
26,119
-176
602
$259K ﹤0.01%
2,900
603
$258K ﹤0.01%
+5,945
604
$258K ﹤0.01%
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605
$257K ﹤0.01%
1,097
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606
$257K ﹤0.01%
2,512
607
$256K ﹤0.01%
2,100
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608
$253K ﹤0.01%
1,527
609
$251K ﹤0.01%
6,400
-12
610
$241K ﹤0.01%
1,820
611
$241K ﹤0.01%
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612
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15,909
613
$239K ﹤0.01%
3,266
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614
$237K ﹤0.01%
1,141
615
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10,347
-4,473
616
$233K ﹤0.01%
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617
$233K ﹤0.01%
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618
$232K ﹤0.01%
7,658
619
$232K ﹤0.01%
27,500
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620
$232K ﹤0.01%
10,200
-39,000
621
$231K ﹤0.01%
27,778
622
$229K ﹤0.01%
455
-36,430
623
$228K ﹤0.01%
1,166
-150
624
$228K ﹤0.01%
14,187
625
$226K ﹤0.01%
1,200
-100
23 24
25
26 27