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
1076
$19K ﹤0.01%
1,067
1077
$19K ﹤0.01%
500
1078
$19K ﹤0.01%
775
-1,440
1079
$19K ﹤0.01%
407
-800
1080
$19K ﹤0.01%
1,000
1081
$19K ﹤0.01%
250
-67
1082
$19K ﹤0.01%
2,400
-100
1083
$19K ﹤0.01%
+1,000
1084
$18K ﹤0.01%
100
1085
$18K ﹤0.01%
350
1086
$18K ﹤0.01%
1,000
1087
$18K ﹤0.01%
1,000
1088
$18K ﹤0.01%
100
1089
$18K ﹤0.01%
500
1090
$18K ﹤0.01%
348
+97
1091
$18K ﹤0.01%
+500
1092
$18K ﹤0.01%
1,200
1093
$18K ﹤0.01%
2,000
1094
$18K ﹤0.01%
1,000
-500
1095
$18K ﹤0.01%
1,458
-11
1096
$18K ﹤0.01%
23,273
1097
$17K ﹤0.01%
1,500
1098
$17K ﹤0.01%
300
1099
$17K ﹤0.01%
3,173
1100
$17K ﹤0.01%
3
42 43
44
45 46