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
826
$92K ﹤0.01%
+1,450
827
$91K ﹤0.01%
2,500
828
$90K ﹤0.01%
2,000
829
$90K ﹤0.01%
600
-375
830
$89K ﹤0.01%
5,195
831
$88K ﹤0.01%
13,200
832
$88K ﹤0.01%
675
-225
833
$88K ﹤0.01%
4,015
834
$88K ﹤0.01%
1,450
-1,100
835
$87K ﹤0.01%
800
836
$87K ﹤0.01%
10,300
-100
837
$86K ﹤0.01%
1,150
838
$86K ﹤0.01%
2,984
839
$85K ﹤0.01%
360
840
$84K ﹤0.01%
6,200
841
$84K ﹤0.01%
1,726
842
$84K ﹤0.01%
1,855
843
$84K ﹤0.01%
1,100
844
$84K ﹤0.01%
850
845
$84K ﹤0.01%
3,700
+500
846
$82K ﹤0.01%
+1,864
847
$82K ﹤0.01%
1,471
+144
848
$82K ﹤0.01%
408
+225
849
$81K ﹤0.01%
225
850
$81K ﹤0.01%
9,044
32 33
34
35 36