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
$24.8B
AUM Growth
-$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,749
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$52.3M
3
+$19.7M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$19.1M
5
ENTG icon
Entegris
ENTG
+$14.2M

Top Sells

1
+$150M
2
+$63.2M
3
+$37.2M
4
IAA
IAA, Inc. Common Stock
IAA
+$33.2M
5
PYPL icon
PayPal
PYPL
+$32.3M

Sector Composition

1 Financials 42.55%
2 Technology 14.81%
3 Healthcare 11.73%
4 Consumer Discretionary 8.87%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.61M 0.02%
147,993
+643
227
$4.55M 0.02%
26,305
-475
228
$4.5M 0.02%
458,025
229
$4.46M 0.02%
33,159
-350
230
$4.42M 0.02%
65,897
-30
231
$4.42M 0.02%
96,634
232
$4.39M 0.02%
29,334
+1,459
233
$4.37M 0.02%
14,590
-800
234
$4.28M 0.02%
26,836
+4,680
235
$4.25M 0.02%
920,550
-30,700
236
$4.21M 0.02%
52,736
-15,215
237
$4.17M 0.02%
30,963
+300
238
$4.15M 0.02%
53,054
-1,593
239
$4.13M 0.02%
28,285
+1,081
240
$4.08M 0.02%
79,718
-2,130
241
$4.07M 0.02%
12,889
+873
242
$4.04M 0.02%
675,460
+234,194
243
$4.03M 0.02%
104,570
-7,234
244
$3.96M 0.02%
30,051
-970
245
$3.94M 0.02%
1,057,406
+65,090
246
$3.9M 0.02%
16,723
+31
247
$3.82M 0.02%
61,875
-100
248
$3.81M 0.02%
56,914
+13
249
$3.75M 0.02%
63,939
-1,750
250
$3.75M 0.02%
100,247
-67,798
8 9
10
11 12