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
51
$58.7M 0.36%
898,635
-51,689
52
$57.7M 0.35%
2,194,706
-1,615,918
53
$57M 0.35%
2,452,962
-31,310
54
$56.9M 0.35%
1,502,385
+31,920
55
$55.8M 0.34%
661,219
-8,838
56
$54.4M 0.33%
1,404,707
-145,231
57
$54.3M 0.33%
2,634,010
-173,124
58
$53M 0.32%
648,355
-6,718
59
$52.2M 0.32%
67,902
-783
60
$50.3M 0.31%
1,022,853
-252,435
61
$50M 0.31%
558,666
+4,629
62
$50M 0.3%
677,182
-88,590
63
$48.4M 0.3%
1,024,255
+274,013
64
$45.2M 0.28%
466,837
-11,769
65
$44.6M 0.27%
318,391
-3,341
66
$44.2M 0.27%
2,374,691
+15,850
67
$44.1M 0.27%
264,299
-755
68
$43.3M 0.26%
495,862
-16,097
69
$43.1M 0.26%
464,592
+14,768
70
$42.6M 0.26%
592,391
+183,802
71
$42.2M 0.26%
488,888
-8,597
72
$40M 0.24%
365,686
+310
73
$39.9M 0.24%
1,230,610
+562,750
74
$39.5M 0.24%
1,252,265
-241,600
75
$39.4M 0.24%
2,979,122
+115,735
1 2
3
4 5