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
1526
– –
-20
1527
$0 ﹤0.01%
56
1528
$0 ﹤0.01%
8
1529
– –
-1,291
1530
– –
-1,000
1531
– –
-200
1532
– –
-70,500
1533
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-231
1534
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-352,500
1535
– –
-15,000
1536
$0 ﹤0.01%
2
1537
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1538
$0 ﹤0.01%
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1539
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-5,331
1540
$0 ﹤0.01%
4
1541
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-700
1542
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-875
1543
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-48
1544
– –
-68
1545
$0 ﹤0.01%
13
1546
$0 ﹤0.01%
171
1547
– –
-885
1548
$0 ﹤0.01%
6
1549
$0 ﹤0.01%
8
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