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
526
$413K ﹤0.01%
21,400
527
$411K ﹤0.01%
10,960
528
$411K ﹤0.01%
23,744
-9,446
529
$410K ﹤0.01%
1,360
-3,036
530
$405K ﹤0.01%
9,560
+8,810
531
$404K ﹤0.01%
10,550
532
$399K ﹤0.01%
131,000
+67,000
533
$398K ﹤0.01%
28,056
534
$397K ﹤0.01%
36,000
535
$393K ﹤0.01%
31,500
536
$390K ﹤0.01%
7,406
537
$385K ﹤0.01%
10,673
+7,594
538
$383K ﹤0.01%
7,750
539
$381K ﹤0.01%
48,232
540
$381K ﹤0.01%
4,495
541
$380K ﹤0.01%
57,500
+49,000
542
$379K ﹤0.01%
3,400
543
$378K ﹤0.01%
6,300
544
$377K ﹤0.01%
19,876
-1
545
$375K ﹤0.01%
+40,130
546
$375K ﹤0.01%
694,496
-660,985
547
$374K ﹤0.01%
4,951
548
$374K ﹤0.01%
4,150
-13,575
549
$368K ﹤0.01%
47,495
550
$365K ﹤0.01%
15,600
20 21
22
23 24