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
1076
$26K ﹤0.01%
1,590
1077
$25K ﹤0.01%
+300
1078
$25K ﹤0.01%
238
1079
$25K ﹤0.01%
2,000
1080
$25K ﹤0.01%
1,640
1081
$25K ﹤0.01%
472
1082
$25K ﹤0.01%
2,178
-50,030
1083
$25K ﹤0.01%
146
-376
1084
$25K ﹤0.01%
152
1085
$25K ﹤0.01%
10,000
1086
$25K ﹤0.01%
275
1087
$24K ﹤0.01%
+400
1088
$24K ﹤0.01%
100
-4
1089
$24K ﹤0.01%
4,500
-16,428
1090
$24K ﹤0.01%
1,079
1091
$24K ﹤0.01%
900
1092
$24K ﹤0.01%
65
-10
1093
$24K ﹤0.01%
729
+691
1094
$24K ﹤0.01%
2,405
1095
$23K ﹤0.01%
750
1096
$23K ﹤0.01%
1,000
1097
$23K ﹤0.01%
167
1098
$23K ﹤0.01%
73
1099
$23K ﹤0.01%
780
1100
$23K ﹤0.01%
1,130
42 43
44
45 46