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
401
$1.07M 0.01%
108,150
-2,765
402
$1.07M 0.01%
51,524
403
$1.05M 0.01%
43,630
-142,783
404
$1.05M 0.01%
48,012
-2,428
405
$1.04M 0.01%
49,150
406
$1.04M 0.01%
21,150
407
$1.03M 0.01%
143,800
+111,300
408
$1.03M 0.01%
34,723
-1,500
409
$1.02M 0.01%
16,750
410
$1.02M 0.01%
37,218
-2,737
411
$1.01M 0.01%
16,030
-41
412
$992K 0.01%
67,000
413
$991K 0.01%
21,200
414
$988K 0.01%
32,754
+2,606
415
$988K 0.01%
26,727
+700
416
$981K 0.01%
5,287
-472
417
$979K 0.01%
15,312
418
$962K 0.01%
31,871
419
$943K 0.01%
180,116
420
$941K 0.01%
6,067
+689
421
$923K 0.01%
18,844
+2,000
422
$894K 0.01%
1,355,481
-29,760
423
$890K 0.01%
50,905
-2,525
424
$883K 0.01%
39,350
425
$870K 0.01%
30,824
-903
15 16
17
18 19