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
776
$125K ﹤0.01%
4,640
777
$125K ﹤0.01%
693
778
$125K ﹤0.01%
5,000
779
$125K ﹤0.01%
7,640
780
$125K ﹤0.01%
1,430
781
$124K ﹤0.01%
6,667
+3,334
782
$121K ﹤0.01%
1,565
+575
783
$120K ﹤0.01%
1,700
784
$120K ﹤0.01%
5,442
785
$120K ﹤0.01%
1,070
786
$119K ﹤0.01%
2,248
787
$118K ﹤0.01%
7,053
788
$117K ﹤0.01%
+900
789
$116K ﹤0.01%
1,247
790
$116K ﹤0.01%
9,059
-4,924
791
$115K ﹤0.01%
2,412
792
$113K ﹤0.01%
1,250
-13
793
$113K ﹤0.01%
25,000
794
$112K ﹤0.01%
4,668
795
$112K ﹤0.01%
9,273
796
$112K ﹤0.01%
850
797
$111K ﹤0.01%
505
-514
798
$110K ﹤0.01%
450
799
$110K ﹤0.01%
3,539
800
$109K ﹤0.01%
700
+200
30 31
32
33 34