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
$16.4B
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$34.5M
3
+$34.3M
4
SNDA icon
Sonida Senior Living
SNDA
+$25.9M
5
TBPH icon
Theravance Biopharma
TBPH
+$25.4M

Top Sells

1
+$68.9M
2
+$48.1M
3
+$39.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$31.5M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.1M

Sector Composition

1 Financials 37.47%
2 Healthcare 12.64%
3 Industrials 9.24%
4 Technology 8.7%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.23M 0.03%
97,188
-200
227
$5.22M 0.03%
53,360
-1,300
228
$5.2M 0.03%
1,552,408
-2,112,371
229
$5.16M 0.03%
205,473
+14,225
230
$5.11M 0.03%
150,072
-3,000
231
$5.08M 0.03%
57,562
-6,791
232
$5.06M 0.03%
115,698
-2,120
233
$4.95M 0.03%
73,932
234
$4.92M 0.03%
74,335
-2,750
235
$4.84M 0.03%
43,932
-698
236
$4.83M 0.03%
241,712
-215,774
237
$4.75M 0.03%
46,235
-1,845
238
$4.7M 0.03%
353,452
-16,396
239
$4.64M 0.03%
61,420
-322
240
$4.48M 0.03%
123,725
-5,400
241
$4.46M 0.03%
27,607
-2,168
242
$4.4M 0.03%
116,790
-8,786
243
$4.32M 0.03%
27,628
-1,002
244
$4.28M 0.03%
122,328
-48,126
245
$4.28M 0.03%
155,597
246
$4.28M 0.03%
104,791
-2,250
247
$4.24M 0.03%
92,805
-91,615
248
$4.24M 0.03%
204,594
-30,957
249
$4.22M 0.03%
50,165
-1,000
250
$4.18M 0.03%
100,446
8 9
10
11 12