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
1501
– –
-89
1502
$0 ﹤0.01%
153
1503
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-59
1504
– –
-185
1505
$0 ﹤0.01%
7
1506
$0 ﹤0.01%
1
-1
1507
$0 ﹤0.01%
40
1508
$0 ﹤0.01%
6
1509
– –
-267
1510
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1511
$0 ﹤0.01%
56
1512
$0 ﹤0.01%
8
1513
– –
-1,291
1514
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-1,000
1515
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1516
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-70,500
1517
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1518
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-352,500
1519
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-15,000
1520
$0 ﹤0.01%
2
1521
– –
-100
1522
$0 ﹤0.01%
15
1523
– –
-5,331
1524
$0 ﹤0.01%
4
1525
– –
-700
58 59 60
61
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