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
601
$281K ﹤0.01%
22,000
602
$276K ﹤0.01%
13,224
603
$275K ﹤0.01%
4,100
604
$275K ﹤0.01%
17,423
605
$272K ﹤0.01%
5,389
606
$270K ﹤0.01%
4,000
607
$270K ﹤0.01%
20,000
608
$268K ﹤0.01%
50,638
609
$267K ﹤0.01%
17,000
610
$264K ﹤0.01%
2,000
611
$262K ﹤0.01%
17,363
+382
612
$258K ﹤0.01%
4,468
+2,470
613
$255K ﹤0.01%
11,679
-17
614
$252K ﹤0.01%
3,918
-90
615
$251K ﹤0.01%
8,326
+5,500
616
$251K ﹤0.01%
4,400
617
$250K ﹤0.01%
32,125
618
$249K ﹤0.01%
14,887
+12,887
619
$246K ﹤0.01%
3,837
620
$245K ﹤0.01%
5,116
621
$245K ﹤0.01%
3,626
622
$244K ﹤0.01%
1,465
623
$244K ﹤0.01%
8,040
624
$242K ﹤0.01%
6,600
625
$241K ﹤0.01%
4,842
-300
23 24
25
26 27