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
$27.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,595
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$68.7M
3
+$62.2M
4
UNH icon
UnitedHealth
UNH
+$56.2M
5
IMGN
Immunogen Inc
IMGN
+$32.1M

Top Sells

1
+$790M
2
+$78.2M
3
+$49.8M
4
IAC icon
IAC Inc
IAC
+$40.9M
5
PNC icon
PNC Financial Services
PNC
+$30.7M

Sector Composition

1 Financials 44.09%
2 Technology 18.28%
3 Healthcare 10.34%
4 Consumer Discretionary 7.89%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$1K ﹤0.01%
18
1327
$997 ﹤0.01%
19
1328
$986 ﹤0.01%
+34
1329
$978 ﹤0.01%
14
1330
$976 ﹤0.01%
33
1331
$945 ﹤0.01%
31
1332
$870 ﹤0.01%
30
-186
1333
$824 ﹤0.01%
36
1334
$823 ﹤0.01%
31
1335
$816 ﹤0.01%
100
1336
$807 ﹤0.01%
+3
1337
$728 ﹤0.01%
40
-25
1338
$696 ﹤0.01%
133
1339
$671 ﹤0.01%
35
1340
$670 ﹤0.01%
20
1341
$653 ﹤0.01%
20
1342
$651 ﹤0.01%
18
1343
$645 ﹤0.01%
190
1344
$630 ﹤0.01%
29
1345
$614 ﹤0.01%
11
1346
$520 ﹤0.01%
28
1347
$514 ﹤0.01%
20
1348
$498 ﹤0.01%
+30
1349
$478 ﹤0.01%
20
1350
$462 ﹤0.01%
36
52 53
54
55 56