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
1501
$2K ﹤0.01%
35
1502
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50
1503
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395
1504
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1505
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1506
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1507
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1508
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1509
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141
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1510
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91
+40
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1515
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500
1516
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6,000
1517
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1,750
1518
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+375
1520
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250
1522
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25
-3
1523
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25
1524
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+200
1525
$1K ﹤0.01%
33
59 60
61
62 63