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
501
$535K ﹤0.01%
2,400
502
$529K ﹤0.01%
16,211
+1,300
503
$528K ﹤0.01%
17,533
-100
504
$522K ﹤0.01%
30,450
505
$520K ﹤0.01%
11,750
506
$516K ﹤0.01%
2,886
507
$513K ﹤0.01%
3,825
508
$505K ﹤0.01%
10,875
509
$496K ﹤0.01%
4,300
+100
510
$488K ﹤0.01%
26,284
-347
511
$484K ﹤0.01%
47,495
512
$477K ﹤0.01%
21,204
513
$474K ﹤0.01%
4,400
514
$468K ﹤0.01%
11,849
-73
515
$463K ﹤0.01%
18,942
+900
516
$463K ﹤0.01%
12,284
-71
517
$457K ﹤0.01%
9,745
-300
518
$456K ﹤0.01%
8,350
519
$455K ﹤0.01%
12,438
+1,285
520
$454K ﹤0.01%
28,000
521
$454K ﹤0.01%
5,118
+2,005
522
$454K ﹤0.01%
8,740
+2,945
523
$454K ﹤0.01%
20,170
-750
524
$452K ﹤0.01%
31,700
+15,000
525
$450K ﹤0.01%
5,550
+1,300
19 20
21
22 23