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
551
$441K ﹤0.01%
+55,800
552
$436K ﹤0.01%
14,000
553
$435K ﹤0.01%
10,210
-790
554
$434K ﹤0.01%
18,629
555
$433K ﹤0.01%
5,283
-504
556
$432K ﹤0.01%
3,797
-379
557
$431K ﹤0.01%
14,279
558
$429K ﹤0.01%
25,000
559
$424K ﹤0.01%
3,342
+220
560
$423K ﹤0.01%
8,200
561
$416K ﹤0.01%
4,034
-721
562
$413K ﹤0.01%
22,065
-6,400
563
$412K ﹤0.01%
2,100,000
564
$408K ﹤0.01%
3,783
-192
565
$406K ﹤0.01%
6,513
566
$404K ﹤0.01%
4,362
567
$404K ﹤0.01%
8,325
568
$403K ﹤0.01%
19,180
-3,399
569
$401K ﹤0.01%
20,000
570
$399K ﹤0.01%
880
571
$398K ﹤0.01%
2,150
+50
572
$391K ﹤0.01%
42,000
+1,400
573
$383K ﹤0.01%
1,579
+175
574
$381K ﹤0.01%
15,000
575
$379K ﹤0.01%
26,675
21 22
23
24 25