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 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$4K ﹤0.01%
180
-90
1402
$4K ﹤0.01%
300
1403
$4K ﹤0.01%
60
1404
$4K ﹤0.01%
450
1405
$4K ﹤0.01%
350
1406
$4K ﹤0.01%
24
1407
$4K ﹤0.01%
19
1408
$4K ﹤0.01%
+65
1409
$4K ﹤0.01%
410
1410
$4K ﹤0.01%
+33
1411
$4K ﹤0.01%
+125
1412
$4K ﹤0.01%
100
1413
$4K ﹤0.01%
3,200
1414
$4K ﹤0.01%
+150
1415
$4K ﹤0.01%
+55
1416
$4K ﹤0.01%
+50
1417
$4K ﹤0.01%
+200
1418
$4K ﹤0.01%
400
1419
$4K ﹤0.01%
69
1420
$4K ﹤0.01%
+200
1421
$4K ﹤0.01%
180
1422
$4K ﹤0.01%
50
1423
$4K ﹤0.01%
200
1424
$4K ﹤0.01%
+79
1425
$4K ﹤0.01%
133
55 56
57
58 59