First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
1576
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-266
1577
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-60
1578
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-18
1579
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0
1580
– –
-400
1581
$0 ﹤0.01%
143
1582
$0 ﹤0.01%
4
1583
$0 ﹤0.01%
5
1584
– –
-200
1585
– –
-63,400
1586
– –
-20,500
1587
$0 ﹤0.01%
8
1588
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-7
1589
$0 ﹤0.01%
11
1590
– –
-5,000
1591
– –
-60
1592
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-5
1593
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-2,000
1594
– –
-80
60 61 62 63
64