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
351
$1.64M 0.01%
10,095
352
$1.62M 0.01%
23,700
+2,468
353
$1.6M 0.01%
4,908
+85
354
$1.58M 0.01%
7,245
-174
355
$1.53M 0.01%
27,646
-796
356
$1.52M 0.01%
12,527
357
$1.49M 0.01%
6,577
358
$1.48M 0.01%
37,312
-10,048
359
$1.47M 0.01%
51,332
-22,257
360
$1.46M 0.01%
1,129
361
$1.44M 0.01%
3,007
-5
362
$1.44M 0.01%
32,950
-3,600
363
$1.43M 0.01%
10,162
+1,978
364
$1.43M 0.01%
29,917
-4,461
365
$1.43M 0.01%
18,704
-1,864
366
$1.42M 0.01%
36,635
+321
367
$1.41M 0.01%
17,900
368
$1.4M 0.01%
48,645
-5,375
369
$1.37M 0.01%
45,532
370
$1.37M 0.01%
61,905
-19,910
371
$1.34M 0.01%
27,672
+7,947
372
$1.33M 0.01%
53,975
373
$1.31M 0.01%
49,200
-22,800
374
$1.29M 0.01%
9,089
-7
375
$1.29M 0.01%
12,038
-416