First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$92.9M
2
+$62.6M
3
+$46.3M
4
VMEO
Vimeo
VMEO
+$33.1M
5
UNH icon
UnitedHealth
UNH
+$28M

Top Sells

1
+$49.9M
2
+$43.5M
3
+$36.6M
4
VIPS icon
Vipshop
VIPS
+$35.6M
5
BN icon
Brookfield
BN
+$24M

Sector Composition

1 Financials 41.6%
2 Technology 16.13%
3 Healthcare 10.46%
4 Consumer Discretionary 9.11%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$23K ﹤0.01%
1,983
1127
$23K ﹤0.01%
236
1128
$23K ﹤0.01%
958
1129
$23K ﹤0.01%
1,150
1130
$23K ﹤0.01%
+229
1131
$23K ﹤0.01%
425
-89
1132
$23K ﹤0.01%
729
1133
$22K ﹤0.01%
361
1134
$22K ﹤0.01%
2,636
+52
1135
$22K ﹤0.01%
171
+66
1136
$22K ﹤0.01%
1,000
1137
$22K ﹤0.01%
740
1138
$22K ﹤0.01%
500
1139
$22K ﹤0.01%
750
1140
$22K ﹤0.01%
42
1141
$22K ﹤0.01%
731
1142
$21K ﹤0.01%
1,000
1143
$21K ﹤0.01%
106
-19
1144
$21K ﹤0.01%
423
1145
$21K ﹤0.01%
800
1146
$21K ﹤0.01%
260
1147
$21K ﹤0.01%
1,000
1148
$21K ﹤0.01%
77
+4
1149
$21K ﹤0.01%
500
1150
$21K ﹤0.01%
673
-350
44 45
46
47 48