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
$23.2B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$184M
3
+$103M
4
UNH icon
UnitedHealth
UNH
+$90.6M
5
VIPS icon
Vipshop
VIPS
+$57.8M

Top Sells

1
+$106M
2
+$63.3M
3
+$50.8M
4
AAPL icon
Apple
AAPL
+$44.1M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$41M

Sector Composition

1 Financials 37.83%
2 Technology 15.62%
3 Healthcare 11%
4 Consumer Discretionary 9.69%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$186K ﹤0.01%
3,870
+40
702
$185K ﹤0.01%
1,642
703
$183K ﹤0.01%
1,500
704
$183K ﹤0.01%
10,000
705
$182K ﹤0.01%
+4,100
706
$181K ﹤0.01%
+825
707
$180K ﹤0.01%
12,000
708
$179K ﹤0.01%
4,525
-400
709
$179K ﹤0.01%
305
-294
710
$178K ﹤0.01%
367
711
$177K ﹤0.01%
1,294
712
$176K ﹤0.01%
13,741
713
$176K ﹤0.01%
1,700
714
$176K ﹤0.01%
10,000
715
$174K ﹤0.01%
40,750
-23,950
716
$173K ﹤0.01%
+10,000
717
$173K ﹤0.01%
156
718
$171K ﹤0.01%
1,366
719
$170K ﹤0.01%
2,800
720
$170K ﹤0.01%
16,000
721
$169K ﹤0.01%
1,352
-200
722
$169K ﹤0.01%
3,300
723
$167K ﹤0.01%
1,668
724
$166K ﹤0.01%
14,925
725
$166K ﹤0.01%
4,936
+1,538
27 28
29
30 31