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
676
$179K ﹤0.01%
8,781
-7
677
$179K ﹤0.01%
12,600
-750
678
$178K ﹤0.01%
3,300
679
$178K ﹤0.01%
3,419
680
$176K ﹤0.01%
4,518
-156
681
$176K ﹤0.01%
9,000
+6,000
682
$176K ﹤0.01%
+3,726
683
$176K ﹤0.01%
1,707
684
$175K ﹤0.01%
1,500
685
$175K ﹤0.01%
11,680
+1
686
$175K ﹤0.01%
16,806
687
$174K ﹤0.01%
1,693
688
$173K ﹤0.01%
12,584
689
$173K ﹤0.01%
3,220
690
$172K ﹤0.01%
13,138
691
$171K ﹤0.01%
2,325
-31
692
$170K ﹤0.01%
2,342
-2,000
693
$170K ﹤0.01%
3,824
-550
694
$169K ﹤0.01%
5,025
695
$167K ﹤0.01%
1,598
696
$167K ﹤0.01%
7,650
-2,000
697
$166K ﹤0.01%
+13,374
698
$165K ﹤0.01%
3,692
699
$163K ﹤0.01%
1,770
-259
700
$161K ﹤0.01%
5,652
+6
26 27
28
29 30