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
351
$1.69M 0.01%
61,509
-700
352
$1.69M 0.01%
37,750
353
$1.69M 0.01%
30,275
+1,656
354
$1.67M 0.01%
45,420
355
$1.6M 0.01%
66,933
356
$1.6M 0.01%
28,793
+22
357
$1.59M 0.01%
167,250
+23,450
358
$1.55M 0.01%
28,623
-80,250
359
$1.55M 0.01%
95,512
+7,319
360
$1.54M 0.01%
29,580
-70
361
$1.5M 0.01%
38,500
362
$1.5M 0.01%
36,473
+2,130
363
$1.45M 0.01%
20,845
-200
364
$1.44M 0.01%
26,490
365
$1.43M 0.01%
16,603
-1,484
366
$1.43M 0.01%
29,610
-5,162
367
$1.43M 0.01%
11,652
368
$1.41M 0.01%
19,090
-675
369
$1.4M 0.01%
1,544
370
$1.39M 0.01%
42,521
371
$1.37M 0.01%
24,658
-601
372
$1.35M 0.01%
20,775
-1,900
373
$1.32M 0.01%
12,811
374
$1.3M 0.01%
90,000
375
$1.3M 0.01%
40,501
-2,032
13 14
15
16 17