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
301
$2.42M 0.01%
155,904
-24,218
302
$2.37M 0.01%
57,000
303
$2.35M 0.01%
73,890
-677
304
$2.33M 0.01%
198,895
-200
305
$2.29M 0.01%
10,115
-37,441
306
$2.28M 0.01%
9,497
-32,750
307
$2.27M 0.01%
149,970
-17,060
308
$2.25M 0.01%
37,364
+337
309
$2.25M 0.01%
26,855
-1,105
310
$2.24M 0.01%
24,491
+10
311
$2.24M 0.01%
25,006
+34
312
$2.22M 0.01%
48,440
-870
313
$2.21M 0.01%
21,049
-14
314
$2.19M 0.01%
52,562
315
$2.18M 0.01%
10,171
+7,850
316
$2.17M 0.01%
15,808
-108
317
$2.13M 0.01%
275,000
-100,000
318
$2.11M 0.01%
5,770
+9
319
$2.1M 0.01%
365,590
-41,110
320
$2.1M 0.01%
20,078
-1,211
321
$2.05M 0.01%
35,045
322
$2.01M 0.01%
132,446
323
$1.98M 0.01%
5,017
324
$1.96M 0.01%
63,583
325
$1.95M 0.01%
79,064
-217
11 12
13
14 15