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
576
$312K ﹤0.01%
6,000
577
$310K ﹤0.01%
20,025
578
$310K ﹤0.01%
13,200
-200
579
$306K ﹤0.01%
13,400
580
$306K ﹤0.01%
6,221
-2,175
581
$305K ﹤0.01%
14,297
582
$304K ﹤0.01%
2,600
583
$302K ﹤0.01%
10,514
-47
584
$301K ﹤0.01%
4,900
585
$301K ﹤0.01%
9,800
-200
586
$299K ﹤0.01%
39,750
-32,000
587
$299K ﹤0.01%
+8,670
588
$295K ﹤0.01%
19,512
589
$295K ﹤0.01%
21,614
-25,924
590
$294K ﹤0.01%
4,400
591
$293K ﹤0.01%
16,973
-450
592
$292K ﹤0.01%
3,600
593
$283K ﹤0.01%
4,000
594
$283K ﹤0.01%
3,600
595
$282K ﹤0.01%
16,125
+2,400
596
$281K ﹤0.01%
15,410
+1,477
597
$278K ﹤0.01%
1,120
598
$277K ﹤0.01%
4,100
599
$275K ﹤0.01%
28,009
600
$272K ﹤0.01%
3,626
22 23
24
25 26