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
426
$866K 0.01%
89,005
427
$860K 0.01%
16,600
428
$858K 0.01%
43,294
429
$853K 0.01%
9,118
430
$853K 0.01%
36,500
431
$852K 0.01%
24,039
432
$850K 0.01%
24,900
-850
433
$840K 0.01%
2,002
434
$840K 0.01%
171,124
-2,314
435
$829K 0.01%
50,400
-2,400
436
$829K 0.01%
9,504
-342
437
$826K 0.01%
221,082
-3,400
438
$823K 0.01%
43,732
439
$816K 0.01%
11,242
440
$804K ﹤0.01%
7,415
-275
441
$793K ﹤0.01%
80,387
+10,000
442
$793K ﹤0.01%
15,560
443
$774K ﹤0.01%
11,129
-75
444
$773K ﹤0.01%
58,000
445
$771K ﹤0.01%
30,552
446
$770K ﹤0.01%
9,434
447
$768K ﹤0.01%
22,178
-275
448
$767K ﹤0.01%
30,374
-1,156
449
$759K ﹤0.01%
9,816
450
$756K ﹤0.01%
11,848
16 17
18
19 20