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
926
$63K ﹤0.01%
500
927
$62K ﹤0.01%
937
928
$62K ﹤0.01%
1,860
929
$62K ﹤0.01%
115
930
$62K ﹤0.01%
127
-10
931
$62K ﹤0.01%
952
932
$61K ﹤0.01%
464
933
$61K ﹤0.01%
31,626
934
$60K ﹤0.01%
+678
935
$60K ﹤0.01%
453
+35
936
$60K ﹤0.01%
125
937
$60K ﹤0.01%
1,150
938
$59K ﹤0.01%
1,044
939
$59K ﹤0.01%
393
940
$59K ﹤0.01%
566
+9
941
$59K ﹤0.01%
1,817
+14
942
$58K ﹤0.01%
250
943
$58K ﹤0.01%
183
+83
944
$58K ﹤0.01%
2,415
945
$58K ﹤0.01%
2,666
946
$58K ﹤0.01%
285
947
$57K ﹤0.01%
400
948
$57K ﹤0.01%
1,370
949
$56K ﹤0.01%
217
950
$56K ﹤0.01%
750
36 37
38
39 40