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
301
$2.47M 0.02%
69,040
302
$2.46M 0.02%
4,680
303
$2.45M 0.02%
106,136
304
$2.41M 0.01%
37,448
305
$2.38M 0.01%
64,071
-15,383
306
$2.37M 0.01%
31,245
-500
307
$2.37M 0.01%
18,849
+1,600
308
$2.36M 0.01%
43,100
-16,500
309
$2.32M 0.01%
190,574
-7,500
310
$2.31M 0.01%
24,085
-615
311
$2.3M 0.01%
147,221
-10,798
312
$2.28M 0.01%
285,137
-500
313
$2.25M 0.01%
14,776
+530
314
$2.19M 0.01%
52,496
315
$2.19M 0.01%
28,650
-2,210
316
$2.17M 0.01%
17,307
317
$2.15M 0.01%
42,893
-2,000
318
$2.1M 0.01%
129,001
-530
319
$2.09M 0.01%
45,829
+3,012
320
$2.08M 0.01%
119,475
-43,054
321
$2.08M 0.01%
29,580
+117
322
$2.07M 0.01%
40,271
-27,100
323
$2.06M 0.01%
37,642
-465
324
$2.04M 0.01%
29,467
-98
325
$2.01M 0.01%
8,386
-41
11 12
13
14 15