First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.5%
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 9.31%
4 Technology 8.7%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
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-10,000
1452
$0 ﹤0.01%
4
1453
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-87
1454
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-3,000
1455
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0
1456
$0 ﹤0.01%
1
1457
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-50
1458
$0 ﹤0.01%
5
1459
$0 ﹤0.01%
79
1460
– –
-150
1461
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-14,142
1462
– –
-150
1463
– –
-1,797
1464
$0 ﹤0.01%
20
1465
$0 ﹤0.01%
20
1466
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0
1467
$0 ﹤0.01%
35
1468
– –
-18,800
1469
$0 ﹤0.01%
32
1470
$0 ﹤0.01%
16
1471
$0 ﹤0.01%
3
1472
– –
-6
1473
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-23
1474
– –
-50
1475
– –
-1,500
57 58
59
60 61