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
1201
$7K ﹤0.01%
+14
1202
$7K ﹤0.01%
172
1203
$7K ﹤0.01%
258
1204
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1,700
1205
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100
1206
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2,000
1207
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300
1208
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5,000
1209
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3,046
1210
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400
1211
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254
1212
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712
-785
1213
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250
1214
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750
1215
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3,200
1216
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40
1217
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1218
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404
1219
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2,000
-25,000
1220
$6K ﹤0.01%
525
1221
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+400
1222
$6K ﹤0.01%
+214
1223
$6K ﹤0.01%
102
-67
1224
$6K ﹤0.01%
600
1225
$6K ﹤0.01%
258
+200
47 48
49
50 51