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
626
$295K ﹤0.01%
9,500
-2,700
627
$295K ﹤0.01%
79,800
628
$289K ﹤0.01%
5,633
629
$287K ﹤0.01%
2,450
630
$286K ﹤0.01%
35,840
-2,500
631
$285K ﹤0.01%
4,324
632
$284K ﹤0.01%
1,369
-25
633
$283K ﹤0.01%
3,161
634
$282K ﹤0.01%
14,000
635
$280K ﹤0.01%
21,349
636
$279K ﹤0.01%
44,695
637
$279K ﹤0.01%
19,100
-500
638
$277K ﹤0.01%
9,025
639
$274K ﹤0.01%
12,214
+51
640
$273K ﹤0.01%
1,074
641
$273K ﹤0.01%
419
642
$273K ﹤0.01%
7,500
643
$273K ﹤0.01%
3,000
644
$271K ﹤0.01%
1,350
645
$267K ﹤0.01%
8,000
646
$266K ﹤0.01%
2,320
-1,497
647
$265K ﹤0.01%
12,011
648
$265K ﹤0.01%
16,110
-975
649
$264K ﹤0.01%
15,000
650
$263K ﹤0.01%
13,427
24 25
26
27 28