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
651
$206K ﹤0.01%
12,724
-1,842
652
$205K ﹤0.01%
2,852
653
$201K ﹤0.01%
5,812
+94
654
$201K ﹤0.01%
9,763
655
$198K ﹤0.01%
12,600
656
$198K ﹤0.01%
+10,000
657
$197K ﹤0.01%
1,654
658
$195K ﹤0.01%
10,045
659
$194K ﹤0.01%
4,396
-720
660
$194K ﹤0.01%
2,679
-75
661
$193K ﹤0.01%
6,450
662
$193K ﹤0.01%
1,377
-88
663
$192K ﹤0.01%
6,600
664
$191K ﹤0.01%
4,350
-1,000
665
$189K ﹤0.01%
670
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666
$189K ﹤0.01%
2,112
667
$188K ﹤0.01%
15,198
+317
668
$188K ﹤0.01%
+10,000
669
$186K ﹤0.01%
10,310
670
$185K ﹤0.01%
3,150
+100
671
$184K ﹤0.01%
7,622
672
$182K ﹤0.01%
1,970
673
$182K ﹤0.01%
1,031
674
$181K ﹤0.01%
1,903
675
$180K ﹤0.01%
5,047
-29
25 26
27
28 29