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
476
$609K ﹤0.01%
10,735
-2,750
477
$607K ﹤0.01%
71,750
478
$602K ﹤0.01%
26,150
-200
479
$587K ﹤0.01%
42,499
480
$587K ﹤0.01%
39,800
+2,000
481
$587K ﹤0.01%
485,707
482
$581K ﹤0.01%
18,934
+2,050
483
$581K ﹤0.01%
9,778
-530
484
$579K ﹤0.01%
33,190
485
$578K ﹤0.01%
21,400
-500
486
$577K ﹤0.01%
18,373
+6,085
487
$572K ﹤0.01%
13,295
488
$571K ﹤0.01%
36,097
489
$570K ﹤0.01%
12,056
490
$567K ﹤0.01%
96,221
491
$556K ﹤0.01%
21,066
+500
492
$548K ﹤0.01%
4,510
+3
493
$546K ﹤0.01%
11,525
-112
494
$542K ﹤0.01%
36,000
495
$542K ﹤0.01%
4,084
-425
496
$540K ﹤0.01%
17,127
-100
497
$539K ﹤0.01%
15,950
-2,962
498
$539K ﹤0.01%
40,000
499
$539K ﹤0.01%
8,179
500
$537K ﹤0.01%
7,137
-1,323
18 19
20
21 22