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
351
$1.61M 0.01%
215,103
352
$1.6M 0.01%
11,652
+180
353
$1.59M 0.01%
18,800
-50
354
$1.58M 0.01%
34,343
-1,094
355
$1.57M 0.01%
57,030
-98,350
356
$1.57M 0.01%
38,500
-82,000
357
$1.56M 0.01%
28,771
+1,323
358
$1.54M 0.01%
42,521
359
$1.46M 0.01%
18,087
-169
360
$1.45M 0.01%
37,750
361
$1.43M 0.01%
1,544
362
$1.39M 0.01%
59,642
-3,889
363
$1.38M 0.01%
25,259
-2,050
364
$1.37M 0.01%
166,100
-500
365
$1.37M 0.01%
56,238
-3,000
366
$1.37M 0.01%
26,490
367
$1.35M 0.01%
2,318
-148
368
$1.33M 0.01%
21,045
+365
369
$1.33M 0.01%
19,765
-395
370
$1.32M 0.01%
66,933
371
$1.32M 0.01%
33,125
-1,135
372
$1.31M 0.01%
25,200
373
$1.31M 0.01%
51,155
+21,975
374
$1.3M 0.01%
90,000
375
$1.29M 0.01%
9,910
-66
13 14
15
16 17