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
901
$62K ﹤0.01%
500
-350
902
$62K ﹤0.01%
1,150
903
$61K ﹤0.01%
5,971
-279
904
$61K ﹤0.01%
+2,000
905
$61K ﹤0.01%
+1,000
906
$61K ﹤0.01%
+4,500
907
$61K ﹤0.01%
7,546
908
$60K ﹤0.01%
217
909
$60K ﹤0.01%
1,700
910
$60K ﹤0.01%
127
-100
911
$60K ﹤0.01%
585
912
$60K ﹤0.01%
+3
913
$59K ﹤0.01%
1,200
914
$59K ﹤0.01%
125
915
$59K ﹤0.01%
2,415
-275
916
$58K ﹤0.01%
2,021
-51
917
$57K ﹤0.01%
650
+50
918
$57K ﹤0.01%
675
+175
919
$57K ﹤0.01%
400
920
$57K ﹤0.01%
351
+51
921
$56K ﹤0.01%
750
922
$56K ﹤0.01%
5,373
-6,000
923
$56K ﹤0.01%
400
924
$56K ﹤0.01%
500
925
$56K ﹤0.01%
1,000
35 36
37
38 39