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
1376
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-3,000
1377
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0
1378
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-1,000
1379
– –
-1,100
1380
$0 ﹤0.01%
5
1381
– –
-353,784
1382
– –
-92,944
1383
$0 ﹤0.01%
37
1384
– –
-6,000
1385
$0 ﹤0.01%
2
1386
$0 ﹤0.01%
133
1387
$0 ﹤0.01%
7
1388
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-10,933
1389
– –
-11,787
1390
$0 ﹤0.01%
2
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26
1392
$0 ﹤0.01%
1,604
1393
– –
-17,000
1394
– –
-185
1395
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-1,750
1396
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-2,000
1397
$0 ﹤0.01%
15
1398
$0 ﹤0.01%
3
1399
– –
-700
1400
$0 ﹤0.01%
3
54 55
56
57 58