First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$92.9M
2
+$62.6M
3
+$46.3M
4
VMEO
Vimeo
VMEO
+$33.1M
5
UNH icon
UnitedHealth
UNH
+$28M

Top Sells

1
+$49.9M
2
+$43.5M
3
+$36.6M
4
VIPS icon
Vipshop
VIPS
+$35.6M
5
BN icon
Brookfield
BN
+$24M

Sector Composition

1 Financials 41.6%
2 Technology 16.13%
3 Healthcare 10.46%
4 Consumer Discretionary 9.11%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$11K ﹤0.01%
175
1252
$11K ﹤0.01%
1,000
1253
$11K ﹤0.01%
338
1254
$11K ﹤0.01%
2,000
1255
$11K ﹤0.01%
140
1256
$11K ﹤0.01%
+282
1257
$11K ﹤0.01%
31
1258
$11K ﹤0.01%
100
1259
$10K ﹤0.01%
100
1260
$10K ﹤0.01%
750
-22,500
1261
$10K ﹤0.01%
780
1262
$10K ﹤0.01%
86
1263
$10K ﹤0.01%
+500
1264
$10K ﹤0.01%
71
1265
$10K ﹤0.01%
44
1266
$10K ﹤0.01%
36
1267
$10K ﹤0.01%
210
1268
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84
1269
$10K ﹤0.01%
132
1270
$10K ﹤0.01%
255
-9,245
1271
$10K ﹤0.01%
6,600
1272
$10K ﹤0.01%
600
+300
1273
$10K ﹤0.01%
180
1274
$10K ﹤0.01%
350
1275
$10K ﹤0.01%
180
49 50
51
52 53