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
701
$161K ﹤0.01%
1,862
-1,008
702
$160K ﹤0.01%
3,692
703
$160K ﹤0.01%
3,220
+750
704
$156K ﹤0.01%
4,152
+1,200
705
$153K ﹤0.01%
2,000
706
$153K ﹤0.01%
3,000
707
$152K ﹤0.01%
2,212
-333
708
$150K ﹤0.01%
12,804
+12,800
709
$148K ﹤0.01%
4,674
710
$147K ﹤0.01%
100
+70
711
$147K ﹤0.01%
2,700
-3,100
712
$145K ﹤0.01%
3,000
713
$144K ﹤0.01%
5,025
-200,867
714
$144K ﹤0.01%
1,693
715
$143K ﹤0.01%
4,518
+342
716
$143K ﹤0.01%
2,010
717
$142K ﹤0.01%
7,636
718
$142K ﹤0.01%
33,120
719
$141K ﹤0.01%
2,618
720
$140K ﹤0.01%
9,435
721
$139K ﹤0.01%
1,500
722
$139K ﹤0.01%
816
723
$139K ﹤0.01%
1,369
+73
724
$138K ﹤0.01%
12,584
725
$138K ﹤0.01%
2,170
27 28
29
30 31