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
1501
$0 ﹤0.01%
40
1502
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6
1503
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1504
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1505
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1506
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1507
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-1,291
1508
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1509
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1510
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1511
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1512
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1513
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1514
$0 ﹤0.01%
2
1515
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1516
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1518
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4
1519
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-700
1520
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-875
1521
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-27,132
1522
$0 ﹤0.01%
5
1523
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-48,601
1524
$0 ﹤0.01%
245
1525
– –
-535
58 59 60
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