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
926
$46K ﹤0.01%
969
+205
927
$46K ﹤0.01%
13,600
928
$46K ﹤0.01%
500
929
$46K ﹤0.01%
2,056
930
$46K ﹤0.01%
600
-241
931
$46K ﹤0.01%
+3,113
932
$45K ﹤0.01%
547
-192
933
$44K ﹤0.01%
2,011
-278
934
$44K ﹤0.01%
4,297
935
$44K ﹤0.01%
443
936
$44K ﹤0.01%
1,800
937
$44K ﹤0.01%
1,000
938
$44K ﹤0.01%
2,379
-5,985
939
$44K ﹤0.01%
5,000
940
$43K ﹤0.01%
2,300
941
$43K ﹤0.01%
9,119
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942
$42K ﹤0.01%
666
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943
$42K ﹤0.01%
1,169
944
$42K ﹤0.01%
+1,716
945
$42K ﹤0.01%
+2,256
946
$42K ﹤0.01%
2,770
947
$42K ﹤0.01%
21,370
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948
$42K ﹤0.01%
3,130
-2,857
949
$41K ﹤0.01%
2,000
950
$41K ﹤0.01%
3,590
-100
36 37
38
39 40