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
876
$87K ﹤0.01%
1,350
-110
877
$86K ﹤0.01%
1,995
878
$86K ﹤0.01%
1,225
879
$86K ﹤0.01%
1,503
880
$85K ﹤0.01%
1,387
-48
881
$85K ﹤0.01%
1,133
882
$85K ﹤0.01%
630
+30
883
$85K ﹤0.01%
+679
884
$85K ﹤0.01%
850
885
$84K ﹤0.01%
7,700
-660
886
$83K ﹤0.01%
+2,000
887
$83K ﹤0.01%
4,000
888
$81K ﹤0.01%
2,716
889
$81K ﹤0.01%
4,015
890
$81K ﹤0.01%
+6,700
891
$80K ﹤0.01%
400
892
$80K ﹤0.01%
534
893
$80K ﹤0.01%
+5,423
894
$79K ﹤0.01%
483
895
$79K ﹤0.01%
408
-3
896
$78K ﹤0.01%
14,700
+500
897
$78K ﹤0.01%
1,147
+309
898
$76K ﹤0.01%
1,515
899
$74K ﹤0.01%
2,500
900
$74K ﹤0.01%
190
+3
34 35
36
37 38