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
1426
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-2,848
1427
$0 ﹤0.01%
12
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0
1429
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1430
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-207
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$0 ﹤0.01%
51
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25
1433
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3
-1
1434
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-865
1435
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-95
1436
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-345
1437
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0
1438
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-750
1439
$0 ﹤0.01%
5
1440
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1441
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$0 ﹤0.01%
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1443
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$0 ﹤0.01%
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1445
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-6,000
1446
$0 ﹤0.01%
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1447
$0 ﹤0.01%
1
1448
– –
-113
1449
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-10,000
1450
$0 ﹤0.01%
4
56 57
58
59 60