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
1101
$27K ﹤0.01%
2,000
1102
$27K ﹤0.01%
+519
1103
$26K ﹤0.01%
+935
1104
$26K ﹤0.01%
561
1105
$26K ﹤0.01%
903
-32
1106
$26K ﹤0.01%
523
+19
1107
$26K ﹤0.01%
1,000
1108
$26K ﹤0.01%
1,000
1109
$26K ﹤0.01%
146
1110
$26K ﹤0.01%
275
1111
$25K ﹤0.01%
564
1112
$25K ﹤0.01%
3,400
+400
1113
$25K ﹤0.01%
8,000
1114
$25K ﹤0.01%
500
-7,760
1115
$25K ﹤0.01%
704
-200
1116
$25K ﹤0.01%
167
1117
$25K ﹤0.01%
1,800
1118
$25K ﹤0.01%
200
1119
$24K ﹤0.01%
2,405
1120
$24K ﹤0.01%
900
-740
1121
$24K ﹤0.01%
1,079
1122
$24K ﹤0.01%
900
1123
$23K ﹤0.01%
236
1124
$23K ﹤0.01%
958
1125
$23K ﹤0.01%
1,150
43 44
45
46 47