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
201
$7.42M 0.05%
457,486
-1,200
202
$7.37M 0.04%
332,244
+19,095
203
$7.33M 0.04%
256,823
-4,721
204
$7.32M 0.04%
74,660
-39,949
205
$7.29M 0.04%
5,810
+1,252
206
$7.11M 0.04%
734,856
207
$7.1M 0.04%
90,731
-2,509
208
$7.04M 0.04%
110,850
-4,435
209
$7.03M 0.04%
376,725
+16,725
210
$6.79M 0.04%
234,196
-2,132
211
$6.64M 0.04%
240,511
+17,226
212
$6.56M 0.04%
164,533
+8,291
213
$6.53M 0.04%
124,464
+6,751
214
$6.44M 0.04%
251,451
+8,000
215
$6.23M 0.04%
170,454
-1,150
216
$6.01M 0.04%
153,072
217
$5.96M 0.04%
75,450
-54,770
218
$5.93M 0.04%
102,184
-4,550
219
$5.91M 0.04%
186,780
-5,000
220
$5.85M 0.04%
70,770
+168
221
$5.85M 0.04%
48,785
+780
222
$5.82M 0.04%
63,130
+850
223
$5.59M 0.03%
91,345
-3,590
224
$5.52M 0.03%
77,085
-2,300
225
$5.51M 0.03%
211,438
+3,800
7 8
9
10 11