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
26
$115M 0.7%
497,793
-196,243
27
$104M 0.63%
2,530,569
-195,715
28
$99.9M 0.61%
2,299,139
-144,708
29
$99.8M 0.61%
5,665,886
-70,063
30
$98.7M 0.6%
620,422
+1,245
31
$93.3M 0.57%
2,175,815
-50,750
32
$91.9M 0.56%
526,178
+198,076
33
$85.5M 0.52%
1,073,400
+8,061
34
$85.3M 0.52%
5,431,112
-100,630
35
$81.8M 0.5%
1,277,199
-46,115
36
$81.8M 0.5%
2,104,220
+1,142,100
37
$79.6M 0.49%
936,028
+15,902
38
$77.5M 0.47%
4,937,466
-42,004
39
$73.5M 0.45%
3,773,614
+119,773
40
$70.9M 0.43%
1,859,947
+191,936
41
$69.8M 0.43%
614,820
-16,300
42
$67.4M 0.41%
1,594,494
+1,328,907
43
$67.2M 0.41%
1,051,602
-35,932
44
$64.9M 0.4%
1,185,717
+861,127
45
$62.3M 0.38%
1,884,759
-15,944
46
$62.3M 0.38%
495,466
-3,964
47
$61M 0.37%
458,512
-13,130
48
$59.1M 0.36%
658,581
-17,607
49
$59M 0.36%
3,461,290
-1,158,011
50
$58.9M 0.36%
1,465,380
-13,580
1
2
3 4 5