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
451
$738K ﹤0.01%
20,961
-87
452
$729K ﹤0.01%
5,431
+140
453
$725K ﹤0.01%
2,660
-300
454
$713K ﹤0.01%
40,800
+19,630
455
$705K ﹤0.01%
19,832
456
$704K ﹤0.01%
7,280
457
$704K ﹤0.01%
12,350
-100
458
$696K ﹤0.01%
350,000
459
$695K ﹤0.01%
69,797
-19,856
460
$693K ﹤0.01%
3,816
-598
461
$686K ﹤0.01%
8,042
462
$675K ﹤0.01%
54,620
-5,250
463
$672K ﹤0.01%
97,395
464
$670K ﹤0.01%
5,241
-4
465
$664K ﹤0.01%
37,562
+5
466
$656K ﹤0.01%
23,000
467
$656K ﹤0.01%
17,500
468
$654K ﹤0.01%
20,256
469
$648K ﹤0.01%
36,050
470
$648K ﹤0.01%
4,178
+2
471
$645K ﹤0.01%
32,862
+1,167
472
$644K ﹤0.01%
11,456
-1,700
473
$643K ﹤0.01%
19,884
-3,657
474
$640K ﹤0.01%
3,651
475
$630K ﹤0.01%
5,363
+100
17 18
19
20 21