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
1226
$12K ﹤0.01%
80
1227
$12K ﹤0.01%
850
-6,000
1228
$12K ﹤0.01%
218
1229
$12K ﹤0.01%
238
+58
1230
$12K ﹤0.01%
452
1231
$12K ﹤0.01%
+100
1232
$12K ﹤0.01%
900
-740
1233
$12K ﹤0.01%
+46
1234
$12K ﹤0.01%
220
1235
$12K ﹤0.01%
+200
1236
$12K ﹤0.01%
52
1237
$12K ﹤0.01%
232
+1
1238
$12K ﹤0.01%
89
-15
1239
$12K ﹤0.01%
44
1240
$12K ﹤0.01%
82
1241
$12K ﹤0.01%
4,113
1242
$12K ﹤0.01%
4,000
1243
$12K ﹤0.01%
2,400
1244
$12K ﹤0.01%
+777
1245
$11K ﹤0.01%
194
1246
$11K ﹤0.01%
300
1247
$11K ﹤0.01%
140
1248
$11K ﹤0.01%
122
+32
1249
$11K ﹤0.01%
1,762
1250
$11K ﹤0.01%
298
48 49
50
51 52