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
1126
$23K ﹤0.01%
+229
1127
$23K ﹤0.01%
425
-89
1128
$23K ﹤0.01%
729
1129
$23K ﹤0.01%
1,255
1130
$23K ﹤0.01%
300
1131
$23K ﹤0.01%
100
1132
$23K ﹤0.01%
1,983
1133
$22K ﹤0.01%
750
1134
$22K ﹤0.01%
361
1135
$22K ﹤0.01%
42
1136
$22K ﹤0.01%
731
1137
$22K ﹤0.01%
2,636
+52
1138
$22K ﹤0.01%
171
+66
1139
$22K ﹤0.01%
1,000
1140
$22K ﹤0.01%
740
1141
$22K ﹤0.01%
500
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