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
51
$58.1M 0.23%
557,943
+4,813
52
$57.8M 0.23%
560,920
-11,884
53
$54.7M 0.22%
1,668,782
-1,013,653
54
$53.2M 0.21%
1,155,595
+171,426
55
$52.3M 0.21%
150,652
-8,154
56
$51.7M 0.21%
1,967,984
-3,630
57
$51.5M 0.21%
545,742
+7,353
58
$46.8M 0.19%
4,034,938
-50,000
59
$45.6M 0.18%
210,085
+9,307
60
$42.7M 0.17%
131,650
-85
61
$42.6M 0.17%
156,702
-545
62
$41M 0.17%
289,673
-31
63
$40.5M 0.16%
286,314
-7,818
64
$39M 0.16%
1,106,662
-21,400
65
$36.2M 0.15%
182,088
-5,806
66
$36.1M 0.15%
151,222
-10,586
67
$35.8M 0.14%
516,700
-13,200
68
$35.3M 0.14%
654,532
-5,205
69
$34.5M 0.14%
391,276
-1,598
70
$33M 0.13%
290,557
-27,147
71
$33M 0.13%
1,251,915
-186,173
72
$32.9M 0.13%
160,778
-6,505
73
$32.6M 0.13%
5,415,852
-1,085,402
74
$31.6M 0.13%
172,888
-548
75
$31.5M 0.13%
281,559
-21,412
1 2
3
4 5