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
326
$2M 0.01%
18,240
+2,740
327
$1.99M 0.01%
17,500
-100
328
$1.98M 0.01%
43,380
329
$1.97M 0.01%
33,191
-27,421
330
$1.97M 0.01%
116,755
-235,814
331
$1.95M 0.01%
24,703
-2,394
332
$1.92M 0.01%
2,318
333
$1.9M 0.01%
15,415
334
$1.89M 0.01%
38,046
+3,740
335
$1.88M 0.01%
62,209
-70
336
$1.87M 0.01%
34,772
-1,541
337
$1.87M 0.01%
25,728
-325
338
$1.86M 0.01%
28,619
+8,643
339
$1.85M 0.01%
11,277
-5,550
340
$1.8M 0.01%
88,193
+3,446
341
$1.8M 0.01%
80,400
-300
342
$1.79M 0.01%
17,725
-4,000
343
$1.79M 0.01%
53,043
344
$1.79M 0.01%
33,328
345
$1.76M 0.01%
16,831
-124
346
$1.72M 0.01%
27,500
-550
347
$1.7M 0.01%
14,142
-6,200
348
$1.7M 0.01%
16,230
349
$1.65M 0.01%
12,509
+48
350
$1.61M 0.01%
45,420
12 13
14
15 16