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
$27.1B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$90.1M
2
+$59.6M
3
+$53.2M
4
UNH icon
UnitedHealth
UNH
+$26.4M
5
VMEO
Vimeo
VMEO
+$24.7M

Top Sells

1
+$46.1M
2
+$42.4M
3
+$36.6M
4
VIPS icon
Vipshop
VIPS
+$25.2M
5
BN icon
Brookfield
BN
+$23.7M

Sector Composition

1 Financials 41.6%
2 Technology 16.13%
3 Healthcare 10.46%
4 Consumer Discretionary 9.11%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$6K ﹤0.01%
500
1352
$6K ﹤0.01%
262
1353
$6K ﹤0.01%
131
1354
$6K ﹤0.01%
387
-67
1355
$6K ﹤0.01%
534
1356
$6K ﹤0.01%
52
1357
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72
1358
$6K ﹤0.01%
+40
1359
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67
+40
1360
$6K ﹤0.01%
+300
1361
$5K ﹤0.01%
96
1362
$5K ﹤0.01%
13
1363
$5K ﹤0.01%
+150
1364
$5K ﹤0.01%
118
1365
$5K ﹤0.01%
1,200
1366
$5K ﹤0.01%
1,079
1367
$5K ﹤0.01%
54
1368
$5K ﹤0.01%
+1,450
1369
$5K ﹤0.01%
70
1370
$5K ﹤0.01%
+950
1371
$5K ﹤0.01%
12
-12
1372
$5K ﹤0.01%
+625
1373
$5K ﹤0.01%
+16
1374
$5K ﹤0.01%
71
+17
1375
$5K ﹤0.01%
+186
53 54
55
56 57