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
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