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

Top Buys

1
+$208M
2
+$189M
3
+$103M
4
UNH icon
UnitedHealth
UNH
+$84.4M
5
VIPS icon
Vipshop
VIPS
+$66.8M

Top Sells

1
+$103M
2
+$60.1M
3
+$47.5M
4
AAPL icon
Apple
AAPL
+$46.3M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$40.3M

Sector Composition

1 Financials 37.83%
2 Technology 15.62%
3 Healthcare 11%
4 Consumer Discretionary 9.69%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$0 ﹤0.01%
4
1452
– –
-2,740
1453
$0 ﹤0.01%
29
1454
$0 ﹤0.01%
3
1455
$0 ﹤0.01%
100
1456
$0 ﹤0.01%
33
1457
$0 ﹤0.01%
+3
1458
– –
-1,500
1459
$0 ﹤0.01%
5
1460
$0 ﹤0.01%
+200
1461
– –
-5,000
1462
– –
-500
1463
– –
-80
1464
– –
-547
1465
– –
-2,655
1466
– –
-80
1467
$0 ﹤0.01%
8
1468
– –
-1,949,963
1469
– –
0
1470
– –
-28,481
1471
$0 ﹤0.01%
14
1472
– –
-266
1473
– –
-60
1474
– –
-20
1475
– –
-94,400
57 58
59
60 61