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
726
$137K ﹤0.01%
13,800
727
$135K ﹤0.01%
1,789
-648
728
$135K ﹤0.01%
26,419
729
$134K ﹤0.01%
31,420
-1,700
730
$134K ﹤0.01%
+5,000
731
$134K ﹤0.01%
2,070
-400
732
$132K ﹤0.01%
10,034
733
$132K ﹤0.01%
4,668
734
$131K ﹤0.01%
2,500
735
$131K ﹤0.01%
+5,550
736
$131K ﹤0.01%
7,000
737
$131K ﹤0.01%
1,500
738
$131K ﹤0.01%
4,040
+1,332
739
$131K ﹤0.01%
7,370
-118
740
$130K ﹤0.01%
957
-40
741
$130K ﹤0.01%
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742
$130K ﹤0.01%
1,442
743
$129K ﹤0.01%
1,400
744
$129K ﹤0.01%
4,000
745
$128K ﹤0.01%
1,512
746
$127K ﹤0.01%
2,300
747
$124K ﹤0.01%
8,371
-10,000
748
$123K ﹤0.01%
2,010
749
$123K ﹤0.01%
7,000
750
$122K ﹤0.01%
2,170
28 29
30
31 32