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
751
$123K ﹤0.01%
8,904
752
$121K ﹤0.01%
3,565
-4,871
753
$120K ﹤0.01%
10,000
754
$119K ﹤0.01%
1,500
755
$117K ﹤0.01%
2,848
-560
756
$115K ﹤0.01%
14,638
757
$115K ﹤0.01%
+1,797
758
$113K ﹤0.01%
1,474
-85
759
$113K ﹤0.01%
27,000
-5,000
760
$112K ﹤0.01%
2,580
761
$111K ﹤0.01%
11,300
762
$111K ﹤0.01%
4,000
763
$108K ﹤0.01%
10,034
-200
764
$108K ﹤0.01%
+7,000
765
$108K ﹤0.01%
4,530
-1,608
766
$108K ﹤0.01%
2,805
+2,250
767
$108K ﹤0.01%
7,488
-34
768
$108K ﹤0.01%
1,900
769
$108K ﹤0.01%
4,200
770
$108K ﹤0.01%
1,803
771
$107K ﹤0.01%
15,369
772
$106K ﹤0.01%
4,718
773
$105K ﹤0.01%
7,845
774
$105K ﹤0.01%
7,500
775
$104K ﹤0.01%
1,512
29 30
31
32 33