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
626
$238K ﹤0.01%
7,500
627
$238K ﹤0.01%
4,500
628
$237K ﹤0.01%
6,188
629
$233K ﹤0.01%
31,500
630
$233K ﹤0.01%
4,400
631
$231K ﹤0.01%
28,009
632
$230K ﹤0.01%
1,900
633
$229K ﹤0.01%
5,011
-90
634
$225K ﹤0.01%
5,338
635
$225K ﹤0.01%
3,323
636
$225K ﹤0.01%
5,100
-825
637
$221K ﹤0.01%
2,852
638
$221K ﹤0.01%
19,512
+266
639
$217K ﹤0.01%
5,718
640
$217K ﹤0.01%
9,650
-4,035
641
$216K ﹤0.01%
1,826
+77
642
$215K ﹤0.01%
5,750
+1,200
643
$212K ﹤0.01%
6,147
+1
644
$211K ﹤0.01%
13,725
645
$211K ﹤0.01%
20,000
+6,000
646
$211K ﹤0.01%
2,500
647
$209K ﹤0.01%
3,800
648
$208K ﹤0.01%
15,288
649
$206K ﹤0.01%
1,654
-191
650
$206K ﹤0.01%
14,062
24 25
26
27 28