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
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,565
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$47.1M
3
+$45.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.4M
5
FTV icon
Fortive
FTV
+$37.1M

Top Sells

1
+$46.6M
2
+$45.2M
3
+$42.5M
4
DHR icon
Danaher
DHR
+$36.9M
5
ARMK icon
Aramark
ARMK
+$33.2M

Sector Composition

1 Financials 34.81%
2 Healthcare 13.76%
3 Industrials 9.07%
4 Technology 8.6%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.45M 0.03%
235,551
-29,183
227
$5.42M 0.03%
125,576
-31,034
228
$5.31M 0.03%
486,093
+6,350
229
$5.31M 0.03%
48,662
+2,219
230
$5.27M 0.03%
135,324
-588
231
$5.27M 0.03%
44,630
-611
232
$5.23M 0.03%
97,388
-4,315
233
$5.22M 0.03%
29,775
-1,640
234
$5.19M 0.03%
294,700
-32,600
235
$5.14M 0.03%
54,660
236
$5.1M 0.03%
74,485
-23,200
237
$4.89M 0.03%
108,873
-7,400
238
$4.87M 0.03%
67,409
+1,988
239
$4.7M 0.03%
405,140
-36,100
240
$4.64M 0.03%
369,848
+804
241
$4.63M 0.03%
64,353
242
$4.62M 0.03%
191,248
+700
243
$4.61M 0.03%
+173,300
244
$4.56M 0.03%
315,103
245
$4.51M 0.03%
73,932
-3,093
246
$4.49M 0.03%
57,046
-14,993
247
$4.38M 0.03%
155,597
248
$4.37M 0.03%
61,742
-1,208
249
$4.31M 0.03%
180,828
-2,680
250
$4.28M 0.03%
51,165
8 9
10
11 12