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
1526
– –
-875
1527
– –
-48
1528
– –
-68
1529
$0 ﹤0.01%
13
1530
$0 ﹤0.01%
171
1531
– –
-885
1532
$0 ﹤0.01%
6
1533
$0 ﹤0.01%
8
1534
$0 ﹤0.01%
1
1535
$0 ﹤0.01%
10
1536
$0 ﹤0.01%
33
1537
– –
-27,132
1538
$0 ﹤0.01%
5
1539
– –
-48,601
1540
$0 ﹤0.01%
245
1541
– –
-535
1542
$0 ﹤0.01%
2
1543
– –
-1,100
1544
– –
-204
1545
– –
-8,890
1546
– –
-5,200
1547
– –
-1,250
1548
– –
-1,033
1549
– –
-94,483
58 59 60 61
62