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
501
$489K ﹤0.01%
39,800
502
$487K ﹤0.01%
19,350
-6,800
503
$478K ﹤0.01%
8,940
+200
504
$474K ﹤0.01%
4,050
+650
505
$474K ﹤0.01%
15,234
-3,700
506
$471K ﹤0.01%
6,395
-742
507
$470K ﹤0.01%
28,000
508
$468K ﹤0.01%
5,529
-21
509
$454K ﹤0.01%
9,168
+8,198
510
$448K ﹤0.01%
11,020
-505
511
$444K ﹤0.01%
27,809
-10,430
512
$444K ﹤0.01%
19,854
-1,350
513
$443K ﹤0.01%
10,875
514
$440K ﹤0.01%
21,066
515
$434K ﹤0.01%
65,671
-30,550
516
$425K ﹤0.01%
3,481
-603
517
$424K ﹤0.01%
13,230
-500
518
$424K ﹤0.01%
20,170
519
$422K ﹤0.01%
21,647
520
$421K ﹤0.01%
11,849
521
$421K ﹤0.01%
7,688
522
$421K ﹤0.01%
10,667
-1,771
523
$417K ﹤0.01%
21,579
-14,518
524
$416K ﹤0.01%
2,425
-575
525
$415K ﹤0.01%
10,069
19 20
21
22 23