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
1001
$38K ﹤0.01%
1,500
-1,000
1002
$38K ﹤0.01%
422
1003
$38K ﹤0.01%
+1,532
1004
$38K ﹤0.01%
2,600
1005
$38K ﹤0.01%
1,250
1006
$38K ﹤0.01%
130
1007
$37K ﹤0.01%
+1,000
1008
$37K ﹤0.01%
1,486
1009
$37K ﹤0.01%
715
1010
$36K ﹤0.01%
724
1011
$36K ﹤0.01%
138
1012
$36K ﹤0.01%
1,750
-500
1013
$36K ﹤0.01%
296
1014
$35K ﹤0.01%
462
1015
$35K ﹤0.01%
400
+200
1016
$35K ﹤0.01%
225
1017
$35K ﹤0.01%
800
1018
$35K ﹤0.01%
1,500
1019
$34K ﹤0.01%
+561
1020
$34K ﹤0.01%
+160
1021
$34K ﹤0.01%
8,000
1022
$34K ﹤0.01%
700
1023
$34K ﹤0.01%
150
-10
1024
$34K ﹤0.01%
+206
1025
$33K ﹤0.01%
1,731
39 40
41
42 43