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
1401
$4K ﹤0.01%
450
1402
$4K ﹤0.01%
350
1403
$4K ﹤0.01%
24
1404
$4K ﹤0.01%
19
1405
$4K ﹤0.01%
+65
1406
$4K ﹤0.01%
410
1407
$4K ﹤0.01%
+33
1408
$4K ﹤0.01%
+125
1409
$4K ﹤0.01%
100
1410
$4K ﹤0.01%
+425
1411
$4K ﹤0.01%
66
1412
$4K ﹤0.01%
+70
1413
$4K ﹤0.01%
100
1414
$4K ﹤0.01%
3,500
1415
$4K ﹤0.01%
54
1416
$4K ﹤0.01%
350
1417
$4K ﹤0.01%
43
1418
$4K ﹤0.01%
730
1419
$4K ﹤0.01%
+350
1420
$4K ﹤0.01%
+142
1421
$4K ﹤0.01%
53
1422
$4K ﹤0.01%
2,500
1423
$4K ﹤0.01%
+130
1424
$4K ﹤0.01%
60
1425
$4K ﹤0.01%
500