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
1101
$15K ﹤0.01%
300
1102
$15K ﹤0.01%
146
1103
$15K ﹤0.01%
400
1104
$15K ﹤0.01%
1,000
-30,700
1105
$15K ﹤0.01%
+300
1106
$15K ﹤0.01%
+171
1107
$15K ﹤0.01%
600
1108
$15K ﹤0.01%
833
+2
1109
$14K ﹤0.01%
516
-1,566
1110
$14K ﹤0.01%
516
1111
$14K ﹤0.01%
1,750
+38
1112
$14K ﹤0.01%
+1,062
1113
$14K ﹤0.01%
130
1114
$14K ﹤0.01%
200
1115
$14K ﹤0.01%
100
1116
$14K ﹤0.01%
300
1117
$14K ﹤0.01%
75
1118
$14K ﹤0.01%
4
+3
1119
$13K ﹤0.01%
415
1120
$13K ﹤0.01%
700
1121
$13K ﹤0.01%
300
1122
$13K ﹤0.01%
783
+1
1123
$13K ﹤0.01%
10,000
1124
$13K ﹤0.01%
336
1125
$13K ﹤0.01%
13,000
43 44
45
46 47