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
1401
$0 ﹤0.01%
133
1402
$0 ﹤0.01%
7
1403
– –
-88
1404
– –
-3,300
1405
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2
1406
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26
1407
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1,604
1408
$0 ﹤0.01%
8
1409
– –
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1410
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1411
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-5,105
1412
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-300
1413
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-78,700
1414
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-995
1415
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1416
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-46,855
1417
$0 ﹤0.01%
6
1418
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-100
1419
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1420
$0 ﹤0.01%
140
1421
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1422
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1423
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1424
$0 ﹤0.01%
6
1425
$0 ﹤0.01%
12
55 56
57
58 59