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
1076
$18K ﹤0.01%
50
1077
$18K ﹤0.01%
807
1078
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10,000
1079
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240
1080
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400
1081
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1082
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1,200
1083
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637
-482
1084
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1085
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1,000
1086
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+670
1087
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2,400
1088
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1,000
1089
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100
1090
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685
1091
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633
-250
1092
$16K ﹤0.01%
+648
1093
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294
1094
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3,173
1095
$16K ﹤0.01%
689
+1
1096
$16K ﹤0.01%
2,035
1097
$16K ﹤0.01%
150
1098
$16K ﹤0.01%
1,800
+1,200
1099
$16K ﹤0.01%
216
1100
$15K ﹤0.01%
556
42 43
44
45 46