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
951
$56K ﹤0.01%
3,500
952
$56K ﹤0.01%
186
953
$56K ﹤0.01%
496
954
$56K ﹤0.01%
4,337
-4,184
955
$56K ﹤0.01%
2,021
956
$56K ﹤0.01%
2,560
+60
957
$56K ﹤0.01%
939
958
$55K ﹤0.01%
1,200
959
$55K ﹤0.01%
754
960
$55K ﹤0.01%
351
961
$55K ﹤0.01%
3,560
-471
962
$54K ﹤0.01%
1,000
963
$54K ﹤0.01%
750
964
$54K ﹤0.01%
3,629
-274
965
$54K ﹤0.01%
2,546
966
$54K ﹤0.01%
3,100
967
$54K ﹤0.01%
400
968
$54K ﹤0.01%
460
969
$53K ﹤0.01%
320
+160
970
$53K ﹤0.01%
2,584
+1,584
971
$53K ﹤0.01%
271
972
$52K ﹤0.01%
427
973
$52K ﹤0.01%
6
974
$51K ﹤0.01%
210
975
$51K ﹤0.01%
871
-61
37 38
39
40 41