First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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 9.07%
4 Technology 8.6%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$0 ﹤0.01%
+5
1402
– –
-13,600
1403
– –
-351
1404
– –
-6,450
1405
– –
-250
1406
$0 ﹤0.01%
13
1407
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2
1408
– –
-48
1409
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-68
1410
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1411
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171
1412
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-885
1413
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1414
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10
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1418
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2
1419
– –
-1,100
1420
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1421
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-2,100
1422
$0 ﹤0.01%
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3
1424
$0 ﹤0.01%
1
1425
– –
-202
55 56
57
58 59