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
876
$60K ﹤0.01%
1,617
-1,165
877
$59K ﹤0.01%
650
-179
878
$59K ﹤0.01%
3,000
879
$59K ﹤0.01%
794
880
$59K ﹤0.01%
1,522
+550
881
$57K ﹤0.01%
349
882
$57K ﹤0.01%
866
883
$57K ﹤0.01%
94
884
$57K ﹤0.01%
2,060
885
$57K ﹤0.01%
1,400
886
$57K ﹤0.01%
1,100
887
$57K ﹤0.01%
14,000
888
$56K ﹤0.01%
2,426
889
$56K ﹤0.01%
450
890
$56K ﹤0.01%
1,192
-66
891
$56K ﹤0.01%
5,405
892
$55K ﹤0.01%
700
893
$55K ﹤0.01%
1,400
894
$55K ﹤0.01%
892
895
$55K ﹤0.01%
1,440
896
$55K ﹤0.01%
1,520
897
$54K ﹤0.01%
4,000
-1,300
898
$54K ﹤0.01%
9,406
-1,800
899
$53K ﹤0.01%
555
900
$53K ﹤0.01%
657
34 35
36
37 38