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 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
– –
0
1352
$1K ﹤0.01%
115
1353
$1K ﹤0.01%
20
1354
$1K ﹤0.01%
18
-1,883
1355
$1K ﹤0.01%
25
1356
$1K ﹤0.01%
482
1357
$1K ﹤0.01%
+2,000
1358
$1K ﹤0.01%
500
1359
$1K ﹤0.01%
500
1360
$1K ﹤0.01%
100
1361
$1K ﹤0.01%
40
1362
$1K ﹤0.01%
630
1363
$1K ﹤0.01%
21
1364
$1K ﹤0.01%
58
1365
$1K ﹤0.01%
23
1366
$1K ﹤0.01%
18
1367
$1K ﹤0.01%
1,000
1368
$1K ﹤0.01%
51
1369
– –
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1370
– –
-2,000
1371
$0 ﹤0.01%
1,000
1372
– –
-384
1373
– –
-163
1374
– –
-1,771,851
1375
– –
-1,205
53 54
55
56 57