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
$23.2B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$184M
3
+$103M
4
UNH icon
UnitedHealth
UNH
+$90.6M
5
VIPS icon
Vipshop
VIPS
+$57.8M

Top Sells

1
+$106M
2
+$63.3M
3
+$50.8M
4
AAPL icon
Apple
AAPL
+$44.1M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$41M

Sector Composition

1 Financials 37.83%
2 Technology 15.62%
3 Healthcare 11%
4 Consumer Discretionary 9.69%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$6K ﹤0.01%
+355
1302
$6K ﹤0.01%
600
-1,400
1303
$6K ﹤0.01%
+150
1304
$6K ﹤0.01%
+600
1305
$6K ﹤0.01%
+750
1306
$6K ﹤0.01%
2,400
-1,600
1307
$6K ﹤0.01%
254
-2
1308
$6K ﹤0.01%
+39
1309
$6K ﹤0.01%
50
-300
1310
$6K ﹤0.01%
25
1311
$6K ﹤0.01%
131
1312
$5K ﹤0.01%
1,014
1313
$5K ﹤0.01%
+1,200
1314
$5K ﹤0.01%
2,408
1315
$5K ﹤0.01%
+69
1316
$5K ﹤0.01%
98
1317
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+200
1318
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+227
1319
$5K ﹤0.01%
65
1320
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150
1321
$5K ﹤0.01%
1,900
-100
1322
$5K ﹤0.01%
+400
1323
$5K ﹤0.01%
204
1324
$5K ﹤0.01%
43
+27
1325
$5K ﹤0.01%
50
51 52
53
54 55