First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
1351
$1K ﹤0.01%
25
1352
$1K ﹤0.01%
482
1353
$1K ﹤0.01%
+2,000
1354
$1K ﹤0.01%
500
1355
$1K ﹤0.01%
500
1356
$1K ﹤0.01%
100
1357
$1K ﹤0.01%
40
1358
$1K ﹤0.01%
630
1359
$1K ﹤0.01%
21
1360
$1K ﹤0.01%
78
1361
$1K ﹤0.01%
50
1362
$1K ﹤0.01%
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1363
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200
1364
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28
1365
$1K ﹤0.01%
100
1366
$1K ﹤0.01%
47
1367
$1K ﹤0.01%
50
1368
$1K ﹤0.01%
196
1369
– –
-995
1370
– –
-46,855
1371
$0 ﹤0.01%
6
1372
– –
-100
1373
– –
-30
1374
$0 ﹤0.01%
140
1375
– –
-2,100
53 54
55
56 57