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
1351
$449 ﹤0.01%
+24
1352
$430 ﹤0.01%
+50
1353
$416 ﹤0.01%
16
1354
$410 ﹤0.01%
8
1355
$398 ﹤0.01%
+6
1356
$396 ﹤0.01%
33
1357
$384 ﹤0.01%
6
1358
$360 ﹤0.01%
10
1359
$351 ﹤0.01%
2
1360
$347 ﹤0.01%
6
1361
$335 ﹤0.01%
50
-40
1362
$327 ﹤0.01%
3
1363
$297 ﹤0.01%
40
-2
1364
$289 ﹤0.01%
1
1365
$287 ﹤0.01%
33
1366
$279 ﹤0.01%
28
1367
$272 ﹤0.01%
8
-38,228
1368
$239 ﹤0.01%
+25
1369
$237 ﹤0.01%
36
1370
$232 ﹤0.01%
+12
1371
$230 ﹤0.01%
10
1372
$204 ﹤0.01%
53
-240
1373
$203 ﹤0.01%
12
1374
$200 ﹤0.01%
12
1375
$193 ﹤0.01%
2
53 54
55
56 57