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
601
$272K ﹤0.01%
4,470
+2
602
$270K ﹤0.01%
4,500
603
$270K ﹤0.01%
8,450
-7,500
604
$267K ﹤0.01%
2,384
-645
605
$266K ﹤0.01%
4,400
606
$263K ﹤0.01%
17,754
+391
607
$262K ﹤0.01%
9,600
-370
608
$262K ﹤0.01%
5,100
609
$261K ﹤0.01%
8,500
-1,500
610
$261K ﹤0.01%
44,158
-61,325
611
$260K ﹤0.01%
15,288
612
$259K ﹤0.01%
2,193
+1,500
613
$258K ﹤0.01%
48,438
-2,200
614
$257K ﹤0.01%
3,786
615
$256K ﹤0.01%
4,870
-519
616
$252K ﹤0.01%
1,420
617
$250K ﹤0.01%
8,040
618
$249K ﹤0.01%
16,000
619
$248K ﹤0.01%
12,887
-2,000
620
$245K ﹤0.01%
22,000
621
$245K ﹤0.01%
1,443
-263
622
$243K ﹤0.01%
2,615
-850
623
$243K ﹤0.01%
5,338
624
$241K ﹤0.01%
3,837
625
$230K ﹤0.01%
1,852
23 24
25
26 27