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
476
$564K ﹤0.01%
9,778
477
$563K ﹤0.01%
60,000
478
$557K ﹤0.01%
21,316
-21,978
479
$553K ﹤0.01%
4,400
480
$544K ﹤0.01%
35,628
481
$540K ﹤0.01%
11,504
-780
482
$540K ﹤0.01%
10,652
-14
483
$538K ﹤0.01%
16,688
-1,685
484
$530K ﹤0.01%
58,000
485
$528K ﹤0.01%
30,450
486
$524K ﹤0.01%
40,000
487
$521K ﹤0.01%
5,622
+504
488
$521K ﹤0.01%
17,500
489
$520K ﹤0.01%
4,437
-73
490
$519K ﹤0.01%
34,350
491
$519K ﹤0.01%
3,825
492
$514K ﹤0.01%
4,150
-150
493
$512K ﹤0.01%
+12,000
494
$509K ﹤0.01%
25,023
-1,261
495
$508K ﹤0.01%
21,000
496
$505K ﹤0.01%
16,217
+6
497
$504K ﹤0.01%
8,350
498
$500K ﹤0.01%
+12,619
499
$492K ﹤0.01%
8,735
-2,000
500
$491K ﹤0.01%
9,788
-92
18 19
20
21 22