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
451
$723K ﹤0.01%
19,620
-13,505
452
$720K ﹤0.01%
9,816
453
$716K ﹤0.01%
17,718
-1,450
454
$710K ﹤0.01%
5,545
455
$702K ﹤0.01%
16,600
456
$686K ﹤0.01%
14,360
-1,200
457
$683K ﹤0.01%
11,445
-32
458
$666K ﹤0.01%
8,005
-176,370
459
$663K ﹤0.01%
7,552
+1,456
460
$662K ﹤0.01%
13,295
461
$659K ﹤0.01%
30,552
462
$657K ﹤0.01%
5,804
+12
463
$648K ﹤0.01%
21,716
-76
464
$646K ﹤0.01%
5,100
465
$645K ﹤0.01%
9,745
466
$643K ﹤0.01%
29,530
467
$639K ﹤0.01%
15,229
-8,576
468
$638K ﹤0.01%
16,522
469
$637K ﹤0.01%
30,236
470
$631K ﹤0.01%
10,106
-110
471
$605K ﹤0.01%
15,517
-1,610
472
$603K ﹤0.01%
12,056
473
$591K ﹤0.01%
18,732
-210
474
$582K ﹤0.01%
485,707
475
$565K ﹤0.01%
17,533
17 18
19
20 21