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
176
$9.4M 0.06%
138,228
+1,384
177
$9.39M 0.06%
43,404
-1,909
178
$9.18M 0.06%
447,171
-13,465
179
$9.14M 0.06%
380,067
-21,294
180
$9.1M 0.06%
344,536
+40,362
181
$9.09M 0.06%
142,349
-1,985
182
$8.88M 0.05%
201,216
-4,538
183
$8.81M 0.05%
206,801
-5,800
184
$8.79M 0.05%
63,181
+973
185
$8.75M 0.05%
120,355
+3,630
186
$8.71M 0.05%
537,857
-11,260
187
$8.64M 0.05%
477,952
-178,292
188
$8.53M 0.05%
94,726
-2,661
189
$8.46M 0.05%
342,247
+27,800
190
$8.27M 0.05%
342,949
-5,300
191
$8.13M 0.05%
184,420
-10,880
192
$8.1M 0.05%
697,213
+4,846
193
$8.1M 0.05%
1,125,892
+183,725
194
$8.07M 0.05%
357,273
195
$8.06M 0.05%
220,715
-57,455
196
$7.97M 0.05%
77,420
-1,413
197
$7.88M 0.05%
27,961
-921
198
$7.76M 0.05%
145,543
-726
199
$7.53M 0.05%
113,248
+2,575
200
$7.5M 0.05%
275,516
-317
6 7
8
9 10