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
751
$121K ﹤0.01%
2,160
752
$120K ﹤0.01%
30,000
753
$120K ﹤0.01%
10,000
754
$119K ﹤0.01%
4,718
755
$118K ﹤0.01%
3,750
-8,000
756
$118K ﹤0.01%
813
-1,250
757
$118K ﹤0.01%
4,279
758
$118K ﹤0.01%
2,580
759
$117K ﹤0.01%
2,680
-5,644
760
$116K ﹤0.01%
816
761
$116K ﹤0.01%
+16,732
762
$115K ﹤0.01%
1,500
763
$115K ﹤0.01%
4,530
764
$115K ﹤0.01%
10,000
765
$115K ﹤0.01%
7,845
766
$115K ﹤0.01%
2,000
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$114K ﹤0.01%
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768
$112K ﹤0.01%
18,911
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769
$110K ﹤0.01%
1,376
-98
770
$109K ﹤0.01%
4,300
771
$109K ﹤0.01%
7,544
772
$108K ﹤0.01%
3,735
+930
773
$108K ﹤0.01%
1,900
774
$108K ﹤0.01%
4,500
775
$107K ﹤0.01%
2,305
29 30
31
32 33