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
451
$755K ﹤0.01%
7,423
+3,100
452
$751K ﹤0.01%
5,545
-100
453
$732K ﹤0.01%
19,168
-113
454
$722K ﹤0.01%
34,008
+1
455
$721K ﹤0.01%
10,216
-1,100
456
$712K ﹤0.01%
16,522
457
$711K ﹤0.01%
17,533
458
$683K ﹤0.01%
4,236
459
$677K ﹤0.01%
38,239
-1,076
460
$677K ﹤0.01%
5,100
461
$675K ﹤0.01%
78,900
462
$674K ﹤0.01%
5,792
+66
463
$673K ﹤0.01%
12,700
464
$668K ﹤0.01%
105,483
-6,540
465
$666K ﹤0.01%
21,792
+4,208
466
$665K ﹤0.01%
47,538
467
$665K ﹤0.01%
10,666
-12
468
$658K ﹤0.01%
11,477
469
$657K ﹤0.01%
60,000
470
$644K ﹤0.01%
6,096
+2,196
471
$639K ﹤0.01%
36,652
-7,726
472
$627K ﹤0.01%
29,530
+5,000
473
$625K ﹤0.01%
34,350
474
$622K ﹤0.01%
26,561
475
$610K ﹤0.01%
13,730
+234
17 18
19
20 21