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
876
$69K ﹤0.01%
1,860
-5,182
877
$69K ﹤0.01%
254
+41
878
$69K ﹤0.01%
939
-50
879
$69K ﹤0.01%
800
880
$68K ﹤0.01%
2,000
881
$68K ﹤0.01%
600
882
$68K ﹤0.01%
+1,283
883
$67K ﹤0.01%
+5,000
884
$67K ﹤0.01%
1,543
+1,293
885
$67K ﹤0.01%
2,562
886
$66K ﹤0.01%
600
887
$65K ﹤0.01%
534
888
$65K ﹤0.01%
3,466
889
$65K ﹤0.01%
1,000
890
$65K ﹤0.01%
1,370
+262
891
$64K ﹤0.01%
937
892
$64K ﹤0.01%
+1,700
893
$63K ﹤0.01%
1,100
+100
894
$63K ﹤0.01%
557
-50
895
$63K ﹤0.01%
750
-80
896
$63K ﹤0.01%
550
897
$63K ﹤0.01%
+910
898
$63K ﹤0.01%
1,157
+500
899
$62K ﹤0.01%
600
900
$62K ﹤0.01%
952
34 35
36
37 38