First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$139M
2
+$38M
3
+$34.7M
4
SNDA icon
Sonida Senior Living
SNDA
+$25.5M
5
TBPH icon
Theravance Biopharma
TBPH
+$24.7M

Top Sells

1
+$68M
2
+$44.3M
3
+$35.7M
4
ZBH icon
Zimmer Biomet
ZBH
+$33.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$26.5M

Sector Composition

1 Financials 37.47%
2 Healthcare 12.64%
3 Industrials 9.24%
4 Technology 8.7%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
-1,803
1377
$0 ﹤0.01%
6
1378
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-23,273
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1380
$0 ﹤0.01%
140
1381
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-336
1382
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1383
$0 ﹤0.01%
+2
1384
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1387
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1389
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1391
$0 ﹤0.01%
15
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1393
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-917
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-185
1395
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1396
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1397
$0 ﹤0.01%
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1398
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3
1399
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-700
1400
$0 ﹤0.01%
1
54 55
56
57 58