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
726
$137K ﹤0.01%
4,294
+100
727
$137K ﹤0.01%
2,900
728
$136K ﹤0.01%
3,079
729
$135K ﹤0.01%
2,000
730
$135K ﹤0.01%
30,000
731
$135K ﹤0.01%
6,942
732
$135K ﹤0.01%
2,500
733
$135K ﹤0.01%
7,000
734
$135K ﹤0.01%
16,806
735
$134K ﹤0.01%
8,000
736
$133K ﹤0.01%
128,406
+6,000
737
$132K ﹤0.01%
2,029
738
$131K ﹤0.01%
26,419
-1,068
739
$131K ﹤0.01%
1,442
740
$131K ﹤0.01%
810
741
$130K ﹤0.01%
60,000
+10,000
742
$129K ﹤0.01%
475
743
$129K ﹤0.01%
11,162
-200
744
$127K ﹤0.01%
997
+40
745
$127K ﹤0.01%
2,966
746
$126K ﹤0.01%
2,233
-246
747
$125K ﹤0.01%
2,300
+300
748
$124K ﹤0.01%
4,000
749
$124K ﹤0.01%
10,000
-12,325
750
$124K ﹤0.01%
2,470
-1,100
28 29
30
31 32