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
1026
$33K ﹤0.01%
364
+204
1027
$33K ﹤0.01%
1,500
1028
$33K ﹤0.01%
917
-130
1029
$33K ﹤0.01%
120
-10
1030
$33K ﹤0.01%
294
1031
$33K ﹤0.01%
+305
1032
$33K ﹤0.01%
700
1033
$33K ﹤0.01%
+382
1034
$33K ﹤0.01%
186
+60
1035
$32K ﹤0.01%
+1,023
1036
$32K ﹤0.01%
2,200
1037
$32K ﹤0.01%
1,400
1038
$32K ﹤0.01%
400
1039
$32K ﹤0.01%
+776
1040
$32K ﹤0.01%
+42
1041
$32K ﹤0.01%
625
+250
1042
$31K ﹤0.01%
660
1043
$31K ﹤0.01%
2,548
1044
$31K ﹤0.01%
500
+150
1045
$31K ﹤0.01%
442
1046
$31K ﹤0.01%
2,318
1047
$30K ﹤0.01%
+6,500
1048
$30K ﹤0.01%
50
1049
$30K ﹤0.01%
3,204
1050
$30K ﹤0.01%
+400
40 41
42
43 44