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
326
$2.04M 0.01%
24,282
-32,764
327
$2.02M 0.01%
105,752
-23,249
328
$2M 0.01%
48,043
-5,000
329
$2M 0.01%
12,821
+312
330
$1.99M 0.01%
79,400
-1,000
331
$1.97M 0.01%
12,314
-2,462
332
$1.94M 0.01%
17,736
-1,113
333
$1.94M 0.01%
26,902
-11,127
334
$1.94M 0.01%
2,318
335
$1.94M 0.01%
7,742
-644
336
$1.92M 0.01%
42,100
-1,000
337
$1.91M 0.01%
62,758
-171,438
338
$1.9M 0.01%
50,096
-2,400
339
$1.89M 0.01%
24,800
-2,700
340
$1.88M 0.01%
19,335
+1,095
341
$1.87M 0.01%
16,230
342
$1.87M 0.01%
16,194
-637
343
$1.77M 0.01%
46,300
-21,800
344
$1.75M 0.01%
64,805
+13,650
345
$1.75M 0.01%
113,296
-3,459
346
$1.73M 0.01%
22,353
-3,375
347
$1.72M 0.01%
24,346
-357
348
$1.72M 0.01%
14,990
-425
349
$1.72M 0.01%
55,645
-3,997
350
$1.72M 0.01%
164,100
-2,000
12 13
14
15 16