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
501
$554K ﹤0.01%
6,930
+1
502
$553K ﹤0.01%
12,000
503
$552K ﹤0.01%
11,380
504
$548K ﹤0.01%
19,500
505
$546K ﹤0.01%
2,649
506
$541K ﹤0.01%
3,478
507
$539K ﹤0.01%
20,200
508
$538K ﹤0.01%
53,921
+2,521
509
$538K ﹤0.01%
2,434
-47
510
$538K ﹤0.01%
5,722
-593
511
$536K ﹤0.01%
11,256
512
$535K ﹤0.01%
90,000
513
$534K ﹤0.01%
7,200
+7,000
514
$530K ﹤0.01%
4,830
-450
515
$529K ﹤0.01%
16,823
+645
516
$527K ﹤0.01%
18,725
517
$523K ﹤0.01%
860
-209
518
$522K ﹤0.01%
6,807
+3,596
519
$519K ﹤0.01%
2,638
-320
520
$518K ﹤0.01%
16,461
-150
521
$511K ﹤0.01%
3,624
-14
522
$508K ﹤0.01%
15,000
523
$508K ﹤0.01%
2,951
524
$506K ﹤0.01%
17,524
525
$506K ﹤0.01%
4,180
+3,505
19 20
21
22 23