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
801
$93K ﹤0.01%
1,462
-750
802
$92K ﹤0.01%
217
803
$92K ﹤0.01%
+5,662
804
$91K ﹤0.01%
4,672
805
$91K ﹤0.01%
4,000
806
$91K ﹤0.01%
+15,000
807
$90K ﹤0.01%
6,857
-11,500
808
$90K ﹤0.01%
1,525
-17
809
$88K ﹤0.01%
1,500
810
$87K ﹤0.01%
2,360
-19,818
811
$87K ﹤0.01%
9,091
812
$87K ﹤0.01%
2,695
+1,000
813
$87K ﹤0.01%
391
-20
814
$87K ﹤0.01%
2,500
815
$87K ﹤0.01%
2,450
816
$86K ﹤0.01%
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817
$86K ﹤0.01%
7,500
818
$85K ﹤0.01%
3,160
819
$85K ﹤0.01%
637
-13
820
$85K ﹤0.01%
+3,092
821
$85K ﹤0.01%
2,600
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822
$84K ﹤0.01%
2,412
-2
823
$84K ﹤0.01%
20,000
-500
824
$83K ﹤0.01%
800
825
$82K ﹤0.01%
1,390
31 32
33
34 35