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
151
$12.4M 0.08%
842,086
-56,960
152
$12.2M 0.07%
322,658
-114,747
153
$12M 0.07%
179,910
+1,183
154
$11.8M 0.07%
1,603,874
-26,678
155
$11.7M 0.07%
331,997
-12,280
156
$11.6M 0.07%
46,197
+39,146
157
$11.6M 0.07%
606,385
-63,224
158
$11.5M 0.07%
262,910
-700
159
$11.4M 0.07%
31,342
160
$11.3M 0.07%
263,988
-150,765
161
$11.2M 0.07%
223,702
-1,446
162
$11.2M 0.07%
408,983
-139,313
163
$11.1M 0.07%
364,473
-6,613
164
$10.6M 0.06%
131,830
-982
165
$10.6M 0.06%
161,957
-4,326
166
$10.5M 0.06%
308,060
-1,850
167
$10.4M 0.06%
317,528
-88,828
168
$10M 0.06%
152,240
169
$10M 0.06%
190,424
-6,650
170
$10M 0.06%
7,655
+271
171
$10M 0.06%
409,470
-24,718
172
$9.95M 0.06%
123,920
-578
173
$9.64M 0.06%
137,382
-130
174
$9.59M 0.06%
280,558
-4,120
175
$9.54M 0.06%
82,224
-426
5 6
7
8 9