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
926
$55K ﹤0.01%
882
-460
927
$54K ﹤0.01%
+500
928
$54K ﹤0.01%
754
+648
929
$54K ﹤0.01%
496
930
$54K ﹤0.01%
418
931
$53K ﹤0.01%
3,100
932
$53K ﹤0.01%
+1,790
933
$53K ﹤0.01%
558
934
$53K ﹤0.01%
414
-22
935
$53K ﹤0.01%
1,044
-102
936
$53K ﹤0.01%
871
-629
937
$53K ﹤0.01%
+2,500
938
$53K ﹤0.01%
350
939
$52K ﹤0.01%
500
940
$52K ﹤0.01%
1,640
941
$52K ﹤0.01%
717
+117
942
$51K ﹤0.01%
3,500
943
$51K ﹤0.01%
+250
944
$51K ﹤0.01%
+1,325
945
$50K ﹤0.01%
537
-613
946
$50K ﹤0.01%
+224
947
$50K ﹤0.01%
625
948
$49K ﹤0.01%
460
949
$49K ﹤0.01%
980
950
$48K ﹤0.01%
160
36 37
38
39 40