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
251
$3.65M 0.01%
24,855
-400
252
$3.64M 0.01%
173,519
253
$3.63M 0.01%
87,178
254
$3.63M 0.01%
70,241
-483
255
$3.61M 0.01%
19,155
-1,883
256
$3.53M 0.01%
98,964
+3,804
257
$3.52M 0.01%
167,820
-62,710
258
$3.45M 0.01%
103,600
259
$3.44M 0.01%
61,878
-3,576
260
$3.38M 0.01%
20,122
-8,160
261
$3.34M 0.01%
7,773
-25
262
$3.33M 0.01%
151,871
-180
263
$3.32M 0.01%
43,452
-989
264
$3.3M 0.01%
11,777
+199
265
$3.27M 0.01%
78,544
+1,740
266
$3.24M 0.01%
150,000
+130,000
267
$3.22M 0.01%
64,175
-4,290
268
$3.14M 0.01%
261,187
-1,300
269
$3.09M 0.01%
143,818
+330
270
$3.09M 0.01%
17,670
271
$3.05M 0.01%
1,512,046
-71,583
272
$3.04M 0.01%
64,683
-3,337
273
$3.04M 0.01%
39,907
-82
274
$3.03M 0.01%
222,051
-2,000
275
$2.99M 0.01%
53,507
+4,608
9 10
11
12 13