First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.5%
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
1,566
New
Increased
Reduced
Closed

Top Buys

1
+$56.9M
2
+$46.6M
3
+$45.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.4M
5
FTV icon
Fortive
FTV
+$37.1M

Top Sells

1
+$54.4M
2
+$48M
3
+$40.1M
4
DHR icon
Danaher
DHR
+$37.7M
5
AWK icon
American Water Works
AWK
+$32.7M

Sector Composition

1 Financials 34.81%
2 Healthcare 13.76%
3 Industrials 9.12%
4 Technology 8.6%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$22K ﹤0.01%
1,392
1052
$22K ﹤0.01%
535
-995
1053
$22K ﹤0.01%
262
-150
1054
$22K ﹤0.01%
1,066
1055
$22K ﹤0.01%
4,000
1056
$22K ﹤0.01%
+10,000
1057
$22K ﹤0.01%
+573
1058
$21K ﹤0.01%
4,121
1059
$21K ﹤0.01%
758
-1
1060
$21K ﹤0.01%
1,500
1061
$21K ﹤0.01%
1,250
1062
$21K ﹤0.01%
1,450
1063
$21K ﹤0.01%
500
1064
$20K ﹤0.01%
600
1065
$20K ﹤0.01%
1,350
1066
$20K ﹤0.01%
299
-361
1067
$20K ﹤0.01%
50
1068
$20K ﹤0.01%
550
1069
$20K ﹤0.01%
530
1070
$20K ﹤0.01%
18
1071
$20K ﹤0.01%
1,476
1072
$20K ﹤0.01%
1,045
1073
$20K ﹤0.01%
1,000
1074
$20K ﹤0.01%
7,020
-512
1075
$20K ﹤0.01%
+1,000
41 42
43
44 45