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
526
$505K ﹤0.01%
5,313
527
$505K ﹤0.01%
5,037
-77
528
$501K ﹤0.01%
14,515
-3,600
529
$500K ﹤0.01%
17,667
+180
530
$497K ﹤0.01%
7,125
531
$494K ﹤0.01%
8,400
532
$493K ﹤0.01%
1,750
533
$492K ﹤0.01%
11,679
-549
534
$484K ﹤0.01%
7,650
-225
535
$480K ﹤0.01%
30,771
536
$479K ﹤0.01%
40,000
537
$478K ﹤0.01%
29,081
-1,707
538
$476K ﹤0.01%
21,360
539
$475K ﹤0.01%
5,625
540
$473K ﹤0.01%
14,950
541
$473K ﹤0.01%
21,620
542
$466K ﹤0.01%
17,500
543
$465K ﹤0.01%
9,875
544
$457K ﹤0.01%
3,205
-4
545
$453K ﹤0.01%
7,500
546
$450K ﹤0.01%
24,360
547
$450K ﹤0.01%
41,667
-6,666
548
$449K ﹤0.01%
13,303
-260
549
$444K ﹤0.01%
24,809
550
$442K ﹤0.01%
6,956
20 21
22
23 24