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
1026
$38K ﹤0.01%
1,100
1027
$37K ﹤0.01%
+93
1028
$37K ﹤0.01%
700
1029
$37K ﹤0.01%
715
1030
$37K ﹤0.01%
724
1031
$37K ﹤0.01%
1,000
1032
$37K ﹤0.01%
364
1033
$36K ﹤0.01%
+300
1034
$36K ﹤0.01%
225
1035
$36K ﹤0.01%
1,750
1036
$36K ﹤0.01%
2,200
1037
$36K ﹤0.01%
2,050
1038
$35K ﹤0.01%
2,548
1039
$35K ﹤0.01%
734
+1
1040
$35K ﹤0.01%
+190
1041
$35K ﹤0.01%
1,250
1042
$35K ﹤0.01%
2,318
1043
$35K ﹤0.01%
1,081
1044
$34K ﹤0.01%
500
1045
$34K ﹤0.01%
400
1046
$34K ﹤0.01%
3,600
+200
1047
$34K ﹤0.01%
1,486
1048
$34K ﹤0.01%
152
+14
1049
$34K ﹤0.01%
200
+75
1050
$33K ﹤0.01%
510
+210
40 41
42
43 44