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
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