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
901
$73K ﹤0.01%
3,100
+200
902
$73K ﹤0.01%
1,216
+66
903
$72K ﹤0.01%
677
904
$72K ﹤0.01%
18,225
905
$72K ﹤0.01%
1,400
+300
906
$71K ﹤0.01%
3,449
907
$71K ﹤0.01%
600
908
$71K ﹤0.01%
1,065
+1,000
909
$70K ﹤0.01%
1,000
910
$69K ﹤0.01%
450
911
$69K ﹤0.01%
1,000
912
$68K ﹤0.01%
558
913
$68K ﹤0.01%
1,255
-655
914
$68K ﹤0.01%
1,543
915
$68K ﹤0.01%
3,466
916
$68K ﹤0.01%
2,000
917
$67K ﹤0.01%
700
918
$66K ﹤0.01%
655
919
$66K ﹤0.01%
5,000
920
$65K ﹤0.01%
695
-226,059
921
$65K ﹤0.01%
586
+125
922
$65K ﹤0.01%
818
923
$64K ﹤0.01%
2,000
924
$64K ﹤0.01%
600
925
$63K ﹤0.01%
550
35 36
37
38 39