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
1326
$7K ﹤0.01%
94
-48
1327
$7K ﹤0.01%
101
1328
$7K ﹤0.01%
300
1329
$7K ﹤0.01%
100
1330
$7K ﹤0.01%
3,079
+671
1331
$7K ﹤0.01%
525
1332
$7K ﹤0.01%
300
+150
1333
$6K ﹤0.01%
500
1334
$6K ﹤0.01%
262
1335
$6K ﹤0.01%
131
1336
$6K ﹤0.01%
72
1337
$6K ﹤0.01%
+40
1338
$6K ﹤0.01%
67
+40
1339
$6K ﹤0.01%
228
1340
$6K ﹤0.01%
+100
1341
$6K ﹤0.01%
1,000
1342
$6K ﹤0.01%
150
1343
$6K ﹤0.01%
900
1344
$6K ﹤0.01%
98
1345
$6K ﹤0.01%
200
1346
$6K ﹤0.01%
227
1347
$6K ﹤0.01%
113
1348
$6K ﹤0.01%
300
1349
$6K ﹤0.01%
1,000
1350
$6K ﹤0.01%
138
52 53
54
55 56