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
1276
$9K ﹤0.01%
300
1277
$9K ﹤0.01%
100
-30
1278
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1279
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78
-35
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+250
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1283
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1284
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250
1285
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400
+25
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50
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268
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1288
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1289
$9K ﹤0.01%
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1290
$9K ﹤0.01%
239
-15
1291
$9K ﹤0.01%
+600
1292
$9K ﹤0.01%
32
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1294
$9K ﹤0.01%
300
1295
$9K ﹤0.01%
+204
1296
$9K ﹤0.01%
243
+43
1297
$9K ﹤0.01%
81
+41
1298
$9K ﹤0.01%
536
1299
$9K ﹤0.01%
+500
1300
$9K ﹤0.01%
+500
50 51
52
53 54