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
276
$2.95M 0.01%
221,954
+1,150
277
$2.93M 0.01%
47,755
-2,714
278
$2.91M 0.01%
+1,150,000
279
$2.91M 0.01%
163,797
280
$2.89M 0.01%
34,169
+1,000
281
$2.84M 0.01%
152,200
282
$2.83M 0.01%
30,594
+449
283
$2.77M 0.01%
51,126
-49,325
284
$2.74M 0.01%
21,735
+2,943
285
$2.74M 0.01%
87,346
-40,000
286
$2.72M 0.01%
21,510
287
$2.72M 0.01%
29,808
+4,250
288
$2.71M 0.01%
143,400
+46,095
289
$2.7M 0.01%
130,775
-2,222
290
$2.67M 0.01%
21,087
-39
291
$2.65M 0.01%
139,005
-26,570
292
$2.64M 0.01%
69,574
-66,008
293
$2.62M 0.01%
11,664
+90
294
$2.57M 0.01%
61,825
+22,600
295
$2.55M 0.01%
28,663
+8,495
296
$2.54M 0.01%
53,240
-38,600
297
$2.54M 0.01%
145,965
+12,678
298
$2.51M 0.01%
32,611
-617
299
$2.44M 0.01%
71,096
+1,484
300
$2.42M 0.01%
118,258
+2,300
10 11
12
13 14