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
1351
$6K ﹤0.01%
85
1352
$6K ﹤0.01%
745
+525
1353
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100
1354
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1355
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+300
1356
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375
1357
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39
1358
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387
-67
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534
1360
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52
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1362
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1363
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47
1364
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1,014
1365
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62
1366
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1,000
1367
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1,050
1370
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1371
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1372
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+150
1373
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1374
$5K ﹤0.01%
1,200
1375
$5K ﹤0.01%
1,079
53 54
55
56 57