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
1401
– –
-78,700
1402
– –
-995
1403
– –
-336,747
1404
– –
-46,855
1405
$0 ﹤0.01%
6
1406
– –
-100
1407
– –
-30
1408
$0 ﹤0.01%
140
1409
– –
-2,100
1410
– –
-18
1411
– –
-1,095
1412
– –
-753
1413
$0 ﹤0.01%
+5
1414
$0 ﹤0.01%
16
1415
$0 ﹤0.01%
3
1416
– –
-2,680
1417
$0 ﹤0.01%
50
1418
$0 ﹤0.01%
22
1419
– –
-50
1420
– –
-364
1421
– –
-2,100
1422
$0 ﹤0.01%
15
1423
$0 ﹤0.01%
3
1424
$0 ﹤0.01%
3
1425
– –
-202
55 56
57
58 59