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
276
$3.14M 0.02%
58,252
+1,113
277
$3.06M 0.02%
64,274
-2,833
278
$3.05M 0.02%
105,085
-750
279
$3.03M 0.02%
120,827
-3,800
280
$3.02M 0.02%
102,310
281
$3.01M 0.02%
11,143
-330
282
$2.99M 0.02%
125,267
283
$2.98M 0.02%
123,107
-2,500
284
$2.96M 0.02%
45,911
+1,533
285
$2.92M 0.02%
191,528
-6,589
286
$2.92M 0.02%
107,320
-200
287
$2.9M 0.02%
92,944
-524
288
$2.89M 0.02%
206,401
+115,750
289
$2.87M 0.02%
496,615
-1,650
290
$2.87M 0.02%
108,469
-5,000
291
$2.86M 0.02%
207,400
-2,400
292
$2.85M 0.02%
68,200
+8,140
293
$2.83M 0.02%
110,655
-3,100
294
$2.75M 0.02%
345,978
-1,032,222
295
$2.69M 0.02%
101,240
296
$2.61M 0.02%
38,029
-10,866
297
$2.6M 0.02%
68,100
-1,223,600
298
$2.56M 0.02%
266,529
-910
299
$2.54M 0.02%
38,067
-200
300
$2.49M 0.02%
98,500
+27,600
10 11
12
13 14