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
1026
$25K ﹤0.01%
535
1027
$25K ﹤0.01%
1,067
1028
$25K ﹤0.01%
1,031
1029
$25K ﹤0.01%
11,965
1030
$25K ﹤0.01%
1,476
1031
$24K ﹤0.01%
800
1032
$24K ﹤0.01%
625
-200
1033
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500
1034
$24K ﹤0.01%
150
-50
1035
$24K ﹤0.01%
430
-369
1036
$24K ﹤0.01%
1,000
1037
$24K ﹤0.01%
500
1038
$24K ﹤0.01%
262
1039
$24K ﹤0.01%
460
1040
$23K ﹤0.01%
2,044
-4,250
1041
$23K ﹤0.01%
348
1042
$22K ﹤0.01%
1,500
1043
$22K ﹤0.01%
+2,332
1044
$22K ﹤0.01%
3,173
1045
$22K ﹤0.01%
494
1046
$22K ﹤0.01%
+585
1047
$22K ﹤0.01%
1,200
-250
1048
$21K ﹤0.01%
1,666
1049
$21K ﹤0.01%
175
-110
1050
$21K ﹤0.01%
1,392
40 41
42
43 44