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
626
$229K ﹤0.01%
3,318
-600
627
$229K ﹤0.01%
4,000
628
$228K ﹤0.01%
+11,600
629
$227K ﹤0.01%
8,326
630
$227K ﹤0.01%
5,011
631
$225K ﹤0.01%
14,042
-667
632
$223K ﹤0.01%
3,800
633
$220K ﹤0.01%
3,323
634
$220K ﹤0.01%
23,888
635
$219K ﹤0.01%
5,988
-200
636
$217K ﹤0.01%
16,137
-17,206
637
$217K ﹤0.01%
14,062
638
$216K ﹤0.01%
4,842
639
$216K ﹤0.01%
1,829
+3
640
$215K ﹤0.01%
4,500
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641
$214K ﹤0.01%
5,875
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642
$214K ﹤0.01%
2,500
643
$213K ﹤0.01%
4,000
644
$211K ﹤0.01%
2,500
645
$209K ﹤0.01%
6,146
-1
646
$207K ﹤0.01%
544
647
$207K ﹤0.01%
1,900
648
$207K ﹤0.01%
22,350
+2,350
649
$206K ﹤0.01%
5,491
-26,380
650
$206K ﹤0.01%
8,200
-7,000
24 25
26
27 28