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
1176
$17K ﹤0.01%
350
1177
$17K ﹤0.01%
338
1178
$17K ﹤0.01%
288
1179
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1,000
1180
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400
1181
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1182
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112
1183
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419
1184
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50
-34
1185
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33
1186
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1,000
1187
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115
1188
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1,000
1189
$15K ﹤0.01%
1,885
1190
$15K ﹤0.01%
370
1191
$15K ﹤0.01%
1,300
1192
$15K ﹤0.01%
455
1193
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1194
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330
1195
$15K ﹤0.01%
200
1196
$15K ﹤0.01%
543
1197
$15K ﹤0.01%
10,000
1198
$15K ﹤0.01%
100
1199
$15K ﹤0.01%
100
1200
$15K ﹤0.01%
1,361
-218
46 47
48
49 50