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
901
$54K ﹤0.01%
975
902
$53K ﹤0.01%
+450
903
$52K ﹤0.01%
1,064
+100
904
$51K ﹤0.01%
1,234
905
$50K ﹤0.01%
1,000
906
$50K ﹤0.01%
524
907
$50K ﹤0.01%
490
-167
908
$50K ﹤0.01%
9,945
-2,711
909
$50K ﹤0.01%
2,598
910
$50K ﹤0.01%
1,099
+5
911
$50K ﹤0.01%
1,600
912
$50K ﹤0.01%
2,000
913
$49K ﹤0.01%
629
-515
914
$49K ﹤0.01%
555
915
$49K ﹤0.01%
653
+1
916
$48K ﹤0.01%
+1,313
917
$48K ﹤0.01%
+2,123
918
$48K ﹤0.01%
2,800
919
$48K ﹤0.01%
49
920
$48K ﹤0.01%
2,422
+19
921
$47K ﹤0.01%
1,522
922
$47K ﹤0.01%
5,000
923
$47K ﹤0.01%
1,000
924
$47K ﹤0.01%
972
-550
925
$46K ﹤0.01%
1,021
35 36
37
38 39