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
76
$38.4M 0.23%
481,218
-600
77
$37.8M 0.23%
366,085
+11,670
78
$37.8M 0.23%
598,373
+31,746
79
$37.8M 0.23%
1,043,733
+22,500
80
$37.7M 0.23%
1,811,403
-12,804
81
$37.1M 0.23%
+1,157,093
82
$35.7M 0.22%
812,251
-6,050
83
$35.6M 0.22%
1,400,588
-1,502
84
$35.5M 0.22%
259,829
-8,237
85
$35.5M 0.22%
260,516
-15,510
86
$35.2M 0.21%
2,116,643
+17,350
87
$35.1M 0.21%
744,929
+124,263
88
$32.3M 0.2%
2,884,455
-10,475
89
$31.9M 0.19%
1,953,719
+910,248
90
$31.9M 0.19%
273,895
-24,700
91
$31.7M 0.19%
749,181
-11,983
92
$31.2M 0.19%
270,236
-10,116
93
$30.5M 0.19%
431,664
-69,273
94
$30.3M 0.18%
852,335
-470,379
95
$30.1M 0.18%
426,252
-19,100
96
$30.1M 0.18%
407,596
97
$28.9M 0.18%
597,755
-1,750
98
$28.7M 0.18%
188,792
-2,310
99
$27.3M 0.17%
888,442
-21,217
100
$26.9M 0.16%
831,606
-41,020
2 3
4
5 6