First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
1,748
New
Increased
Reduced
Closed

Top Buys

1 +$69.1M
2 +$55.4M
3 +$23.4M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$18.6M
5
ENTG icon
Entegris
ENTG
+$17.1M

Top Sells

1 +$173M
2 +$69.1M
3 +$40.1M
4
IAA
IAA, Inc. Common Stock
IAA
+$37.1M
5
DPZ icon
Domino's
DPZ
+$35.3M

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
326
$1.94M 0.01%
191,745
-1,900
327
$1.92M 0.01%
33,330
328
$1.92M 0.01%
28,449
329
$1.91M 0.01%
19,626
-4,500
330
$1.9M 0.01%
16,349
331
$1.89M 0.01%
13,066
-2,228
332
$1.89M 0.01%
25,859
333
$1.89M 0.01%
32,229
-1,100
334
$1.88M 0.01%
64,284
335
$1.85M 0.01%
22,278
-22,125
336
$1.84M 0.01%
63,486
-100
337
$1.84M 0.01%
458
+53
338
$1.83M 0.01%
26,873
-34
339
$1.83M 0.01%
8,509
-1,246
340
$1.82M 0.01%
10,592
+1,325
341
$1.8M 0.01%
20,056
-368
342
$1.78M 0.01%
5,685
343
$1.71M 0.01%
8,653
344
$1.68M 0.01%
18,487
345
$1.67M 0.01%
51,958
+2,270
346
$1.67M 0.01%
26,289
+3,037
347
$1.66M 0.01%
6,318
348
$1.66M 0.01%
4,438
349
$1.66M 0.01%
18,840
+6,655
350
$1.65M 0.01%
63,343
-6,005