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
826
$82K ﹤0.01%
700
827
$82K ﹤0.01%
4,000
828
$82K ﹤0.01%
643
829
$82K ﹤0.01%
+3,850
830
$81K ﹤0.01%
5,388
831
$80K ﹤0.01%
500
832
$80K ﹤0.01%
530
833
$80K ﹤0.01%
2,065
-1,500
834
$79K ﹤0.01%
6,584
835
$79K ﹤0.01%
2,289
836
$79K ﹤0.01%
660
837
$78K ﹤0.01%
1,400
838
$78K ﹤0.01%
1,633
+401
839
$78K ﹤0.01%
5,000
-681
840
$77K ﹤0.01%
1,891
841
$77K ﹤0.01%
1,384
842
$76K ﹤0.01%
3,500
843
$75K ﹤0.01%
682
844
$75K ﹤0.01%
92
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845
$75K ﹤0.01%
930
846
$74K ﹤0.01%
1,522
847
$74K ﹤0.01%
6,884
-2,020
848
$73K ﹤0.01%
+1,780
849
$73K ﹤0.01%
1,050
850
$73K ﹤0.01%
6,617
32 33
34
35 36