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
1376
$5K ﹤0.01%
54
1377
$5K ﹤0.01%
+1,450
1378
$5K ﹤0.01%
70
1379
$5K ﹤0.01%
+950
1380
$5K ﹤0.01%
12
-12
1381
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+625
1382
$5K ﹤0.01%
+16
1383
$5K ﹤0.01%
71
+17
1384
$5K ﹤0.01%
150
1385
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204
1386
$5K ﹤0.01%
300
-2,044
1387
$5K ﹤0.01%
+95
1388
$5K ﹤0.01%
80
1389
$5K ﹤0.01%
+500
1390
$5K ﹤0.01%
+500
1391
$5K ﹤0.01%
600
1392
$5K ﹤0.01%
500
1393
$5K ﹤0.01%
600
1394
$5K ﹤0.01%
500
1395
$5K ﹤0.01%
3,047
1396
$5K ﹤0.01%
+186
1397
$5K ﹤0.01%
+225
1398
$4K ﹤0.01%
200
1399
$4K ﹤0.01%
+75
1400
$4K ﹤0.01%
+350
54 55
56
57 58