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
851
$72K ﹤0.01%
313
852
$72K ﹤0.01%
1,978
+765
853
$72K ﹤0.01%
760
854
$72K ﹤0.01%
794
855
$71K ﹤0.01%
1,200
856
$71K ﹤0.01%
900
-33
857
$71K ﹤0.01%
700
858
$70K ﹤0.01%
891
859
$70K ﹤0.01%
3,200
860
$69K ﹤0.01%
+2,000
861
$69K ﹤0.01%
2,000
862
$69K ﹤0.01%
14,000
863
$68K ﹤0.01%
1,000
864
$67K ﹤0.01%
1,000
865
$67K ﹤0.01%
2,060
866
$67K ﹤0.01%
+3,667
867
$66K ﹤0.01%
1,330
-230
868
$65K ﹤0.01%
300
869
$65K ﹤0.01%
+3,800
870
$64K ﹤0.01%
143,406
+15,000
871
$64K ﹤0.01%
1,520
872
$63K ﹤0.01%
349
873
$63K ﹤0.01%
7,000
874
$63K ﹤0.01%
4,200
-13
875
$63K ﹤0.01%
450
33 34
35
36 37