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
251
$4.24M 0.03%
48,080
252
$4.22M 0.03%
100,446
253
$4.18M 0.03%
117,818
-3,340
254
$4.06M 0.02%
129,125
-3,820
255
$3.86M 0.02%
118,100
-3,500
256
$3.83M 0.02%
293,472
-1,500
257
$3.83M 0.02%
209,600
-350
258
$3.81M 0.02%
29,741
+2,914
259
$3.8M 0.02%
29,568
+850
260
$3.75M 0.02%
18,850
-51
261
$3.7M 0.02%
107,041
-800
262
$3.64M 0.02%
107,282
-9,701
263
$3.64M 0.02%
30,093
+1,012
264
$3.52M 0.02%
90,204
-1,726
265
$3.51M 0.02%
345,387
-5,901
266
$3.46M 0.02%
16,195
267
$3.44M 0.02%
53,900
+900
268
$3.39M 0.02%
15,134
269
$3.34M 0.02%
70,873
-1,108
270
$3.32M 0.02%
28,630
-50
271
$3.26M 0.02%
32,675
-349
272
$3.25M 0.02%
3,351
-382
273
$3.22M 0.02%
117,252
-136
274
$3.18M 0.02%
32,653
+1,799
275
$3.15M 0.02%
44,645
-5,697
9 10
11
12 13