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
1001
$30K ﹤0.01%
210
1002
$30K ﹤0.01%
3,000
1003
$30K ﹤0.01%
328
-41
1004
$30K ﹤0.01%
865
1005
$30K ﹤0.01%
1,250
1006
$30K ﹤0.01%
200
1007
$29K ﹤0.01%
911
1008
$29K ﹤0.01%
1,000
1009
$28K ﹤0.01%
430
1010
$28K ﹤0.01%
1,000
1011
$28K ﹤0.01%
431
-811
1012
$28K ﹤0.01%
1,100
-7,425
1013
$27K ﹤0.01%
+185
1014
$27K ﹤0.01%
1,752
1015
$27K ﹤0.01%
620
-127
1016
$27K ﹤0.01%
327
-47
1017
$27K ﹤0.01%
15
-15
1018
$27K ﹤0.01%
3,040
1019
$27K ﹤0.01%
960
1020
$27K ﹤0.01%
383,977
1021
$26K ﹤0.01%
325
1022
$26K ﹤0.01%
880
1023
$26K ﹤0.01%
970
-1,545
1024
$26K ﹤0.01%
270
1025
$26K ﹤0.01%
800
39 40
41
42 43