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
651
$205K ﹤0.01%
4,000
-1,430
652
$205K ﹤0.01%
2,356
+1,500
653
$200K ﹤0.01%
4,000
-1,300
654
$198K ﹤0.01%
32,000
655
$198K ﹤0.01%
23,888
656
$197K ﹤0.01%
544
+308
657
$194K ﹤0.01%
13,138
658
$194K ﹤0.01%
2,112
659
$194K ﹤0.01%
6,000
660
$191K ﹤0.01%
1,903
661
$189K ﹤0.01%
6,450
+1,850
662
$188K ﹤0.01%
8,788
+1
663
$188K ﹤0.01%
14,881
+292
664
$188K ﹤0.01%
5,076
+110
665
$188K ﹤0.01%
5,350
+4,250
666
$188K ﹤0.01%
1,540
+250
667
$187K ﹤0.01%
600
668
$187K ﹤0.01%
5,646
+8
669
$186K ﹤0.01%
17,270
+15,000
670
$183K ﹤0.01%
1,031
671
$183K ﹤0.01%
2,437
+1,349
672
$182K ﹤0.01%
1,970
673
$182K ﹤0.01%
4,374
674
$182K ﹤0.01%
10,045
675
$181K ﹤0.01%
18,357
-2,446
25 26
27
28 29