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
876
$63K ﹤0.01%
+2,123
877
$62K ﹤0.01%
500
878
$61K ﹤0.01%
3,000
879
$60K ﹤0.01%
1,440
880
$60K ﹤0.01%
2,428
881
$59K ﹤0.01%
2,717
882
$58K ﹤0.01%
801
883
$57K ﹤0.01%
400
-275
884
$57K ﹤0.01%
5,051
+1,205
885
$57K ﹤0.01%
5,946
-5,216
886
$56K ﹤0.01%
4,000
887
$56K ﹤0.01%
1,700
888
$56K ﹤0.01%
800
-92
889
$56K ﹤0.01%
650
890
$56K ﹤0.01%
1,400
891
$56K ﹤0.01%
1,065
892
$56K ﹤0.01%
1,100
893
$55K ﹤0.01%
1,000
894
$55K ﹤0.01%
866
895
$55K ﹤0.01%
697
+372
896
$55K ﹤0.01%
4,105
-1,300
897
$54K ﹤0.01%
1,881
898
$54K ﹤0.01%
700
899
$54K ﹤0.01%
4,018
900
$54K ﹤0.01%
8,995
34 35
36
37 38