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
676
$229K ﹤0.01%
22,610
677
$229K ﹤0.01%
2,041
+1,213
678
$229K ﹤0.01%
1,141
-181
679
$228K ﹤0.01%
700
-208
680
$225K ﹤0.01%
2,904
681
$225K ﹤0.01%
1,500
-22
682
$224K ﹤0.01%
1,572
683
$224K ﹤0.01%
2,900
684
$223K ﹤0.01%
3,381
+3,375
685
$222K ﹤0.01%
10,000
686
$221K ﹤0.01%
+10,000
687
$219K ﹤0.01%
3,100
688
$217K ﹤0.01%
16,711
689
$215K ﹤0.01%
5,938
-782
690
$215K ﹤0.01%
18,313
691
$215K ﹤0.01%
2,614
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692
$212K ﹤0.01%
2,214
-1,044
693
$211K ﹤0.01%
18,744
694
$210K ﹤0.01%
1,620
695
$207K ﹤0.01%
7,800
696
$207K ﹤0.01%
12,000
697
$207K ﹤0.01%
1,599
698
$206K ﹤0.01%
12,000
699
$205K ﹤0.01%
50,400
700
$204K ﹤0.01%
3,727
-428
26 27
28
29 30