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
$23.2B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,610
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$184M
3
+$103M
4
UNH icon
UnitedHealth
UNH
+$90.6M
5
VIPS icon
Vipshop
VIPS
+$57.8M

Top Sells

1
+$106M
2
+$63.3M
3
+$50.8M
4
AAPL icon
Apple
AAPL
+$44.1M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$41M

Sector Composition

1 Financials 37.83%
2 Technology 15.62%
3 Healthcare 11%
4 Consumer Discretionary 9.69%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$2K ﹤0.01%
+340
1402
$2K ﹤0.01%
+41
1403
$2K ﹤0.01%
300
1404
$2K ﹤0.01%
90
1405
$2K ﹤0.01%
+116
1406
$2K ﹤0.01%
333
1407
$2K ﹤0.01%
47
1408
$2K ﹤0.01%
101
1409
$2K ﹤0.01%
600
1410
$2K ﹤0.01%
120
1411
$2K ﹤0.01%
127
1412
$2K ﹤0.01%
83
1413
$2K ﹤0.01%
+59
1414
$2K ﹤0.01%
50
1415
$2K ﹤0.01%
1,200
1416
$2K ﹤0.01%
28
1417
$1K ﹤0.01%
33
1418
$1K ﹤0.01%
70
-50
1419
$1K ﹤0.01%
38
1420
$1K ﹤0.01%
3
1421
$1K ﹤0.01%
34
1422
$1K ﹤0.01%
36
1423
$1K ﹤0.01%
20
1424
$1K ﹤0.01%
51
-50
1425
$1K ﹤0.01%
100
55 56
57
58 59