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
1376
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-68
1377
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-971,078
1378
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1379
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-16,133
1380
$0 ﹤0.01%
5
1381
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-705
1382
$0 ﹤0.01%
37
1383
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-150
1384
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-1,784
1385
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-15
1386
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-8,700
1387
$0 ﹤0.01%
2
1388
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1389
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7
1390
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1391
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1392
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1393
$0 ﹤0.01%
2
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1395
$0 ﹤0.01%
1,604
1396
$0 ﹤0.01%
8
1397
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-10,000
1398
– –
-165
1399
– –
-5,105
1400
– –
-300
54 55
56
57 58