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
101
$26.4M 0.16%
243,401
-5,675
102
$26.3M 0.16%
290,488
+4,265
103
$25.2M 0.15%
344,934
-717
104
$24.8M 0.15%
347,423
-345
105
$24.5M 0.15%
472,147
-4,614
106
$24.1M 0.15%
299,254
+53,009
107
$23.9M 0.15%
1,198,083
-94,218
108
$23.6M 0.14%
1,020,502
-2,201
109
$23.1M 0.14%
309,038
-418,399
110
$23M 0.14%
499,558
-917
111
$22.1M 0.13%
1,706,480
+13,117
112
$21.8M 0.13%
190,036
-1,318
113
$21.5M 0.13%
2,014,671
+15,000
114
$21.1M 0.13%
542,285
+63,765
115
$21M 0.13%
187,108
-10,450
116
$21M 0.13%
313,716
+2,639
117
$20.9M 0.13%
903,045
-759,391
118
$20.5M 0.13%
254,266
-1,516
119
$19.6M 0.12%
860,742
-24,777
120
$19.3M 0.12%
432,433
-4,218
121
$19.2M 0.12%
265,321
-2,150
122
$18.8M 0.11%
663,198
+49,044
123
$18.6M 0.11%
323,448
-6,405
124
$18.6M 0.11%
147,241
+2,626
125
$18.5M 0.11%
151,807
-1,750
3 4
5
6 7