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

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
1326
$5K ﹤0.01%
+500
1327
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+600
1328
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+500
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1330
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262
1334
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51
1335
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3,200
1336
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+72
1337
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1338
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+500
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+500
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1346
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1347
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+13
1348
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1349
$4K ﹤0.01%
400
1350
$4K ﹤0.01%
+12