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
901
$53K ﹤0.01%
12,656
902
$52K ﹤0.01%
1,125
903
$51K ﹤0.01%
4,000
-759
904
$51K ﹤0.01%
2,800
905
$51K ﹤0.01%
2,000
906
$50K ﹤0.01%
2,082
-416
907
$50K ﹤0.01%
1,021
908
$50K ﹤0.01%
1,600
909
$50K ﹤0.01%
2,000
910
$49K ﹤0.01%
1,881
911
$49K ﹤0.01%
500
-81,250
912
$49K ﹤0.01%
2,717
913
$49K ﹤0.01%
1,094
+107
914
$49K ﹤0.01%
+8,500
915
$49K ﹤0.01%
+8,995
916
$48K ﹤0.01%
1,232
+912
917
$48K ﹤0.01%
21,861
918
$48K ﹤0.01%
62,350
919
$48K ﹤0.01%
739
920
$47K ﹤0.01%
49
921
$47K ﹤0.01%
2,770
922
$47K ﹤0.01%
1,000
923
$47K ﹤0.01%
1,700
924
$47K ﹤0.01%
2,650
925
$47K ﹤0.01%
5,000
35 36
37
38 39