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
1301
$9K ﹤0.01%
536
1302
$9K ﹤0.01%
+500
1303
$8K ﹤0.01%
2,000
-600
1304
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346
-125
1305
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665
1306
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108
1307
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200
1308
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161
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1309
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1310
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33
1311
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1312
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700
+400
1314
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1315
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250
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1320
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1321
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1322
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1,462
1323
$7K ﹤0.01%
189
1324
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355
1325
$7K ﹤0.01%
100
51 52
53
54 55