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
976
$42K ﹤0.01%
1,910
977
$42K ﹤0.01%
500
+264
978
$41K ﹤0.01%
2,343
979
$41K ﹤0.01%
4,121
+1
980
$41K ﹤0.01%
826
981
$41K ﹤0.01%
+750
982
$41K ﹤0.01%
1,304
983
$41K ﹤0.01%
1,000
984
$41K ﹤0.01%
461
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985
$41K ﹤0.01%
1,100
986
$40K ﹤0.01%
870
987
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380
988
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989
$39K ﹤0.01%
12,600
990
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998
$39K ﹤0.01%
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999
$39K ﹤0.01%
279
1000
$38K ﹤0.01%
+210
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40
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