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
801
$109K ﹤0.01%
2,200
802
$109K ﹤0.01%
1,503
803
$108K ﹤0.01%
2,112
804
$107K ﹤0.01%
2,690
805
$107K ﹤0.01%
1,387
-716
806
$106K ﹤0.01%
1,252
-191
807
$105K ﹤0.01%
8,360
808
$104K ﹤0.01%
327
+23
809
$104K ﹤0.01%
26,468
810
$102K ﹤0.01%
2,300
811
$102K ﹤0.01%
1,473
812
$102K ﹤0.01%
794
813
$102K ﹤0.01%
5,775
814
$101K ﹤0.01%
1,000
815
$101K ﹤0.01%
+10,000
816
$100K ﹤0.01%
407
817
$99K ﹤0.01%
2,700
-50
818
$98K ﹤0.01%
+2,000
819
$98K ﹤0.01%
1,295
820
$97K ﹤0.01%
3,868
-432
821
$96K ﹤0.01%
2,900
822
$96K ﹤0.01%
1,800
823
$95K ﹤0.01%
+3,000
824
$94K ﹤0.01%
+3,190
825
$93K ﹤0.01%
167
31 32
33
34 35