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
376
$1.3M 0.01%
20,000
377
$1.28M 0.01%
25,200
378
$1.28M 0.01%
119,100
-40,000
379
$1.28M 0.01%
+50,000
380
$1.26M 0.01%
9,486
-424
381
$1.23M 0.01%
1,979
-339
382
$1.23M 0.01%
32,836
-98
383
$1.22M 0.01%
52,098
+1,193
384
$1.21M 0.01%
32,172
-582
385
$1.21M 0.01%
31,723
-3,000
386
$1.2M 0.01%
11,136
-1,848
387
$1.2M 0.01%
15,454
+48
388
$1.17M 0.01%
103,599
+61,100
389
$1.16M 0.01%
171,124
390
$1.15M 0.01%
80,387
391
$1.15M 0.01%
21,825
392
$1.15M 0.01%
21,200
393
$1.14M 0.01%
46,785
-1,227
394
$1.12M 0.01%
2,190
-75
395
$1.1M 0.01%
36,500
396
$1.1M 0.01%
25,150
+4,000
397
$1.09M 0.01%
15,312
398
$1.06M 0.01%
54,200
-33,804
399
$1.05M 0.01%
13,529
-99
400
$1.04M 0.01%
18,844
14 15
16
17 18