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
601
$329K ﹤0.01%
5,940
602
$328K ﹤0.01%
2,880
-1
603
$327K ﹤0.01%
62,000
604
$321K ﹤0.01%
12,300
-52,250
605
$319K ﹤0.01%
1,058
606
$318K ﹤0.01%
20,857
607
$316K ﹤0.01%
5,724
-3,400
608
$314K ﹤0.01%
5,000
609
$312K ﹤0.01%
8,959
610
$311K ﹤0.01%
8,729
611
$310K ﹤0.01%
24,958
612
$309K ﹤0.01%
6,431
+1,000
613
$309K ﹤0.01%
1,693
614
$308K ﹤0.01%
3,750
615
$308K ﹤0.01%
5,235
+3,476
616
$307K ﹤0.01%
6,756
617
$306K ﹤0.01%
1,578
+47
618
$304K ﹤0.01%
29,076
-14,263
619
$301K ﹤0.01%
5,000
620
$301K ﹤0.01%
6,559
+1,500
621
$299K ﹤0.01%
4,902
-2,498
622
$298K ﹤0.01%
3,450
623
$298K ﹤0.01%
52,333
624
$297K ﹤0.01%
6,750
625
$296K ﹤0.01%
3,623
23 24
25
26 27