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
1076
$30K ﹤0.01%
+550
1077
$30K ﹤0.01%
316
-56
1078
$30K ﹤0.01%
+2,050
1079
$30K ﹤0.01%
698
+39
1080
$29K ﹤0.01%
356
1081
$29K ﹤0.01%
1,185
1082
$29K ﹤0.01%
550
1083
$29K ﹤0.01%
160
1084
$29K ﹤0.01%
3,000
1085
$29K ﹤0.01%
624
-40
1086
$29K ﹤0.01%
400
1087
$29K ﹤0.01%
1,600
1088
$29K ﹤0.01%
152
-33
1089
$28K ﹤0.01%
100
1090
$28K ﹤0.01%
1,218
-252
1091
$28K ﹤0.01%
400
1092
$28K ﹤0.01%
2,500
+2,000
1093
$27K ﹤0.01%
553
1094
$27K ﹤0.01%
2,000
1095
$27K ﹤0.01%
3,842
1096
$27K ﹤0.01%
1,015
-14,362
1097
$27K ﹤0.01%
238
1098
$27K ﹤0.01%
700
1099
$27K ﹤0.01%
1,000
1100
$27K ﹤0.01%
750
-14
42 43
44
45 46