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
1151
$21K ﹤0.01%
400
1152
$21K ﹤0.01%
67
1153
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1,000
1154
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1,000
1155
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225
1156
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4,500
1157
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803
1158
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1,200
-300
1159
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300
1160
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1,000
1161
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1,000
1162
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1163
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1,000
1164
$18K ﹤0.01%
400
1165
$18K ﹤0.01%
129
1166
$18K ﹤0.01%
+425
1167
$18K ﹤0.01%
94
-17
1168
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332
1169
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106
1170
$18K ﹤0.01%
400
1171
$17K ﹤0.01%
480
1172
$17K ﹤0.01%
350
1173
$17K ﹤0.01%
1,000
1174
$17K ﹤0.01%
718
1175
$17K ﹤0.01%
256
-116
45 46
47
48 49