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
426
$844K 0.01%
33,046
-962
427
$844K 0.01%
166,232
-54,850
428
$826K 0.01%
78,900
429
$824K 0.01%
33,731
-3,166
430
$821K 0.01%
9,118
431
$818K 0.01%
+29,173
432
$815K 0.01%
161,532
-18,584
433
$814K ﹤0.01%
23,900
-1,000
434
$783K ﹤0.01%
9,434
435
$783K ﹤0.01%
11,817
+3,638
436
$782K ﹤0.01%
8,820
-2,422
437
$781K ﹤0.01%
31,280
-25,750
438
$769K ﹤0.01%
26,560
-1
439
$764K ﹤0.01%
17,455
-18,207
440
$756K ﹤0.01%
29,901
-473
441
$751K ﹤0.01%
24,039
442
$748K ﹤0.01%
11,793
-55
443
$745K ﹤0.01%
49,600
-800
444
$739K ﹤0.01%
67,000
445
$739K ﹤0.01%
9,390
-114
446
$739K ﹤0.01%
43,732
447
$732K ﹤0.01%
1,751
-251
448
$730K ﹤0.01%
7,095
-320
449
$730K ﹤0.01%
3,298
+412
450
$725K ﹤0.01%
35,395
-1,257
16 17
18
19 20