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
651
$302K ﹤0.01%
+29,640
652
$297K ﹤0.01%
9,135
653
$295K ﹤0.01%
25,468
654
$285K ﹤0.01%
+15,600
655
$283K ﹤0.01%
150,000
656
$279K ﹤0.01%
1,620
657
$278K ﹤0.01%
2,484
+2,434
658
$277K ﹤0.01%
4,470
+71
659
$276K ﹤0.01%
18,507
660
$272K ﹤0.01%
2,450
661
$271K ﹤0.01%
8,892
662
$270K ﹤0.01%
800
663
$263K ﹤0.01%
3,243
-1,144
664
$261K ﹤0.01%
1,572
665
$261K ﹤0.01%
2,900
666
$261K ﹤0.01%
5,059
667
$259K ﹤0.01%
3,225
668
$259K ﹤0.01%
675
669
$258K ﹤0.01%
3,726
670
$257K ﹤0.01%
15,300
671
$257K ﹤0.01%
993
672
$257K ﹤0.01%
5,400
673
$256K ﹤0.01%
16,067
+320
674
$254K ﹤0.01%
5,964
675
$253K ﹤0.01%
7,050
25 26
27
28 29