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
751
$174K ﹤0.01%
1,375
+34
752
$172K ﹤0.01%
2,102
-201
753
$172K ﹤0.01%
4,100
754
$169K ﹤0.01%
456
-470
755
$167K ﹤0.01%
3,481
+31
756
$167K ﹤0.01%
1,971
-2,400
757
$166K ﹤0.01%
30,468
758
$166K ﹤0.01%
156
-4
759
$164K ﹤0.01%
+31,974
760
$164K ﹤0.01%
9,213
+140
761
$164K ﹤0.01%
2,101
762
$164K ﹤0.01%
6,975
-2,200
763
$163K ﹤0.01%
17,000
764
$162K ﹤0.01%
1,430
765
$161K ﹤0.01%
6,113
-44,495
766
$161K ﹤0.01%
740
+235
767
$160K ﹤0.01%
3,400
+700
768
$160K ﹤0.01%
7,800
769
$159K ﹤0.01%
95
770
$157K ﹤0.01%
306
-34
771
$156K ﹤0.01%
23,000
772
$156K ﹤0.01%
1,051
773
$156K ﹤0.01%
2,200
774
$155K ﹤0.01%
1,327
775
$155K ﹤0.01%
305
29 30
31
32 33