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
126
$18.1M 0.11%
764,200
-624,005
127
$17M 0.1%
229,823
-10,800
128
$17M 0.1%
184,375
-225,230
129
$17M 0.1%
156,341
+2,214
130
$16.8M 0.1%
3,184,128
+14,844
131
$16.2M 0.1%
279,771
+625
132
$16.2M 0.1%
299,890
-500
133
$15.9M 0.1%
499,922
-3,418
134
$15.4M 0.09%
1,705,300
-159,300
135
$15.3M 0.09%
622,406
-990
136
$15.3M 0.09%
934,075
-64,176
137
$15.2M 0.09%
255,118
-10,636
138
$15.1M 0.09%
144,148
-3,682
139
$14.5M 0.09%
353,398
-7,236
140
$14.4M 0.09%
1,427,101
-47,800
141
$14.1M 0.09%
571,608
142
$13.8M 0.08%
257,386
-2,504
143
$13.8M 0.08%
108,668
-165
144
$13.7M 0.08%
325,710
-3,571
145
$13.6M 0.08%
+1,053,628
146
$12.8M 0.08%
475,664
-34,003
147
$12.8M 0.08%
1,892
+39
148
$12.7M 0.08%
200,582
-7,959
149
$12.4M 0.08%
455,569
+191,230
150
$12.4M 0.08%
3,664,779
-286,758
4 5
6
7 8