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
26
$179M 0.72%
2,310,070
-14,224
27
$172M 0.69%
671,060
+41,547
28
$169M 0.68%
696,825
-16,174
29
$160M 0.65%
1,704,545
+106,544
30
$157M 0.63%
3,802,575
+40,530
31
$155M 0.63%
788,880
-5,440
32
$149M 0.6%
1,471,536
+33,806
33
$142M 0.57%
2,291,943
-40,807
34
$124M 0.5%
710,797
+21,360
35
$115M 0.46%
842,369
-60,835
36
$114M 0.46%
1,182,666
+3,551
37
$105M 0.42%
1,670,334
-112,850
38
$98.4M 0.4%
2,573,436
-3,843
39
$95.7M 0.39%
2,856,905
+31,654
40
$86.7M 0.35%
625,752
+431
41
$84.8M 0.34%
943,879
+157,698
42
$80.5M 0.32%
206,490
-95,543
43
$78.7M 0.32%
1,160,224
-32,817
44
$76.5M 0.31%
2,816,660
+254,520
45
$74M 0.3%
1,197,276
46
$66.8M 0.27%
+2,965,564
47
$64M 0.26%
1,515,330
-2,941
48
$63.2M 0.25%
914,460
-81,565
49
$62.9M 0.25%
1,534,254
+49,121
50
$58.5M 0.24%
1,116,007
-9,579
1
2
3 4 5