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
951
$40K ﹤0.01%
4,800
+4,000
952
$40K ﹤0.01%
715
-500
953
$40K ﹤0.01%
1,250
954
$40K ﹤0.01%
3,400
+400
955
$40K ﹤0.01%
6,000
956
$39K ﹤0.01%
378
-18
957
$39K ﹤0.01%
400
958
$39K ﹤0.01%
7,338
959
$38K ﹤0.01%
800
-295
960
$37K ﹤0.01%
2,500
961
$37K ﹤0.01%
3,200
-800
962
$37K ﹤0.01%
+3,130
963
$37K ﹤0.01%
2,500
964
$36K ﹤0.01%
400
965
$36K ﹤0.01%
1,047
-570
966
$36K ﹤0.01%
345
967
$36K ﹤0.01%
500
968
$35K ﹤0.01%
3,000
969
$35K ﹤0.01%
465
+65
970
$35K ﹤0.01%
600
971
$35K ﹤0.01%
358
972
$35K ﹤0.01%
692
-500
973
$35K ﹤0.01%
1,400
974
$35K ﹤0.01%
872
975
$35K ﹤0.01%
2,500
37 38
39
40 41