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
551
$360K ﹤0.01%
10,000
552
$360K ﹤0.01%
8,206
-65
553
$358K ﹤0.01%
27,661
554
$358K ﹤0.01%
1,544
555
$355K ﹤0.01%
+15,000
556
$352K ﹤0.01%
4,600
-1,152
557
$349K ﹤0.01%
32,270
+15,000
558
$349K ﹤0.01%
11,600
-600
559
$346K ﹤0.01%
8,050
560
$343K ﹤0.01%
32,125
561
$338K ﹤0.01%
13,224
562
$337K ﹤0.01%
10,735
-187
563
$335K ﹤0.01%
6,910
-36
564
$335K ﹤0.01%
18,236
+699
565
$333K ﹤0.01%
2,000
566
$333K ﹤0.01%
7,500
567
$327K ﹤0.01%
6,529
568
$325K ﹤0.01%
20,000
569
$322K ﹤0.01%
3,000
570
$320K ﹤0.01%
2,800
571
$319K ﹤0.01%
4,763
-75
572
$313K ﹤0.01%
9,000
-3,700
573
$313K ﹤0.01%
4,181
-80
574
$312K ﹤0.01%
5,316
-15,348
575
$312K ﹤0.01%
10,400
-600
21 22
23
24 25