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
651
$259K ﹤0.01%
18,507
652
$257K ﹤0.01%
3,900
653
$257K ﹤0.01%
11,667
654
$257K ﹤0.01%
10,000
-1,839
655
$257K ﹤0.01%
775
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656
$255K ﹤0.01%
17,062
657
$253K ﹤0.01%
2,661
-448
658
$253K ﹤0.01%
22,796
+2,350
659
$251K ﹤0.01%
14,008
-18,461
660
$251K ﹤0.01%
8,600
661
$248K ﹤0.01%
525
662
$246K ﹤0.01%
800
663
$246K ﹤0.01%
5,385
-1,434
664
$243K ﹤0.01%
7,050
665
$243K ﹤0.01%
4,378
666
$240K ﹤0.01%
993
667
$239K ﹤0.01%
14,187
668
$238K ﹤0.01%
2,680
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669
$236K ﹤0.01%
4,000
670
$236K ﹤0.01%
22,500
671
$236K ﹤0.01%
4,000
672
$234K ﹤0.01%
3,000
673
$234K ﹤0.01%
5,180
674
$231K ﹤0.01%
3,375
+1,100
675
$230K ﹤0.01%
3,478
25 26
27
28 29