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
1051
$33K ﹤0.01%
325
1052
$33K ﹤0.01%
4,000
1053
$33K ﹤0.01%
120
-940
1054
$33K ﹤0.01%
305
1055
$33K ﹤0.01%
600
-49,800
1056
$33K ﹤0.01%
382
1057
$33K ﹤0.01%
400
1058
$32K ﹤0.01%
+1,275
1059
$32K ﹤0.01%
450
1060
$32K ﹤0.01%
250
-250
1061
$32K ﹤0.01%
500
1062
$32K ﹤0.01%
+3,275
1063
$32K ﹤0.01%
+2,000
1064
$31K ﹤0.01%
+1,000
1065
$31K ﹤0.01%
274
1066
$31K ﹤0.01%
332
+250
1067
$31K ﹤0.01%
4,121
+1
1068
$31K ﹤0.01%
10,600
-2,000
1069
$31K ﹤0.01%
1,731
1070
$31K ﹤0.01%
150
1071
$31K ﹤0.01%
+510
1072
$31K ﹤0.01%
1,130
1073
$31K ﹤0.01%
1,500
1074
$31K ﹤0.01%
6,500
1075
$30K ﹤0.01%
1,000
41 42
43
44 45