First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
1,566
New
Increased
Reduced
Closed

Top Buys

1
+$56.9M
2
+$46.6M
3
+$45.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.4M
5
FTV icon
Fortive
FTV
+$37.1M

Top Sells

1
+$54.4M
2
+$48M
3
+$40.1M
4
DHR icon
Danaher
DHR
+$37.7M
5
AWK icon
American Water Works
AWK
+$32.7M

Sector Composition

1 Financials 34.81%
2 Healthcare 13.76%
3 Industrials 9.12%
4 Technology 8.6%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$449K ﹤0.01%
10,960
527
$448K ﹤0.01%
9,880
+92
528
$446K ﹤0.01%
79,497
529
$440K ﹤0.01%
33,343
+990
530
$440K ﹤0.01%
15,200
-200
531
$435K ﹤0.01%
10,922
532
$430K ﹤0.01%
8,396
+1
533
$429K ﹤0.01%
30,236
+1,700
534
$427K ﹤0.01%
5,752
535
$425K ﹤0.01%
35,628
536
$419K ﹤0.01%
4,495
537
$404K ﹤0.01%
40,000
538
$403K ﹤0.01%
10,550
-3,375
539
$396K ﹤0.01%
7,406
540
$393K ﹤0.01%
17,500
541
$390K ﹤0.01%
7,750
542
$389K ﹤0.01%
12,200
+4,200
543
$383K ﹤0.01%
3,400
-122
544
$381K ﹤0.01%
4,951
-510
545
$374K ﹤0.01%
21,000
546
$373K ﹤0.01%
10,069
547
$373K ﹤0.01%
17,537
+820
548
$367K ﹤0.01%
3,400
549
$366K ﹤0.01%
11,000
+3,100
550
$362K ﹤0.01%
26,219
20 21
22
23 24