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
1201
$15K ﹤0.01%
525
1202
$14K ﹤0.01%
800
1203
$14K ﹤0.01%
1,346
1204
$14K ﹤0.01%
357
1205
$14K ﹤0.01%
86
1206
$14K ﹤0.01%
526
+500
1207
$14K ﹤0.01%
3,173
1208
$14K ﹤0.01%
206
+86
1209
$14K ﹤0.01%
775
1210
$14K ﹤0.01%
458
-422
1211
$14K ﹤0.01%
318
+90
1212
$14K ﹤0.01%
+300
1213
$14K ﹤0.01%
300
-87
1214
$13K ﹤0.01%
50
1215
$13K ﹤0.01%
+155
1216
$13K ﹤0.01%
249
-167
1217
$13K ﹤0.01%
150
-12
1218
$13K ﹤0.01%
171
+45
1219
$13K ﹤0.01%
209
-60
1220
$13K ﹤0.01%
500
1221
$13K ﹤0.01%
825
1222
$13K ﹤0.01%
160
1223
$13K ﹤0.01%
499
1224
$13K ﹤0.01%
200
1225
$13K ﹤0.01%
64
47 48
49
50 51