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
1101
$23K ﹤0.01%
1,000
1102
$22K ﹤0.01%
361
1103
$22K ﹤0.01%
+500
1104
$22K ﹤0.01%
731
1105
$22K ﹤0.01%
100
1106
$22K ﹤0.01%
200
1107
$22K ﹤0.01%
425
-1,997
1108
$22K ﹤0.01%
1,000
1109
$21K ﹤0.01%
100
-100
1110
$21K ﹤0.01%
+225
1111
$21K ﹤0.01%
2,533
+51
1112
$21K ﹤0.01%
100
1113
$21K ﹤0.01%
1,000
1114
$20K ﹤0.01%
300
1115
$20K ﹤0.01%
1,570
1116
$20K ﹤0.01%
380
+200
1117
$20K ﹤0.01%
423
1118
$20K ﹤0.01%
800
1119
$20K ﹤0.01%
+1,000
1120
$19K ﹤0.01%
1,255
-1,075
1121
$19K ﹤0.01%
+718
1122
$19K ﹤0.01%
357
+100
1123
$19K ﹤0.01%
94
1124
$19K ﹤0.01%
482
-15
1125
$19K ﹤0.01%
200
43 44
45
46 47