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
701
$160K ﹤0.01%
38,556
702
$158K ﹤0.01%
29,550
-12,300
703
$158K ﹤0.01%
+4,187
704
$157K ﹤0.01%
3,001
705
$156K ﹤0.01%
3,165
-500
706
$155K ﹤0.01%
3,670
-624
707
$154K ﹤0.01%
10,130
-700
708
$153K ﹤0.01%
1,862
709
$152K ﹤0.01%
8,000
710
$152K ﹤0.01%
3,000
711
$151K ﹤0.01%
3,000
712
$147K ﹤0.01%
60,000
713
$147K ﹤0.01%
810
714
$147K ﹤0.01%
+8,000
715
$146K ﹤0.01%
2,900
716
$144K ﹤0.01%
1,369
717
$144K ﹤0.01%
2,618
718
$141K ﹤0.01%
7,636
719
$140K ﹤0.01%
6,942
720
$139K ﹤0.01%
95
-5
721
$139K ﹤0.01%
32,000
722
$139K ﹤0.01%
11,300
723
$139K ﹤0.01%
3,900
-252
724
$138K ﹤0.01%
2,393
-530
725
$138K ﹤0.01%
2,000
27 28
29
30 31