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
376
$1.29M 0.01%
159,100
377
$1.29M 0.01%
23,805
-300
378
$1.29M 0.01%
34,420
+13,600
379
$1.27M 0.01%
35,662
-1,783
380
$1.27M 0.01%
29,650
-600
381
$1.26M 0.01%
12,984
+987
382
$1.26M 0.01%
42,533
383
$1.25M 0.01%
19,094
+18,300
384
$1.25M 0.01%
47,936
-2,860
385
$1.24M 0.01%
4,396
386
$1.24M 0.01%
88,004
+1,504
387
$1.22M 0.01%
12,811
-400
388
$1.22M 0.01%
15,406
+1,245
389
$1.22M 0.01%
28,465
-4,700
390
$1.21M 0.01%
32,934
-1,750
391
$1.19M 0.01%
22,675
392
$1.18M 0.01%
123,015
-3,775
393
$1.15M 0.01%
21,825
-27,800
394
$1.11M 0.01%
20,000
395
$1.1M 0.01%
36,500
396
$1.09M 0.01%
13,628
-2,998
397
$1.09M 0.01%
2,265
-149
398
$1.09M 0.01%
39,250
399
$1.08M 0.01%
20,664
-200
400
$1.07M 0.01%
36,897
14 15
16
17 18