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
726
$173K ﹤0.01%
4,050
727
$173K ﹤0.01%
4,525
728
$172K ﹤0.01%
16,812
-1,412
729
$172K ﹤0.01%
14,925
730
$172K ﹤0.01%
18,750
-120
731
$172K ﹤0.01%
2,810
-300
732
$171K ﹤0.01%
356
733
$171K ﹤0.01%
9,968
-110
734
$169K ﹤0.01%
2,476
735
$165K ﹤0.01%
5,000
736
$165K ﹤0.01%
2,641
+74
737
$164K ﹤0.01%
1,612
738
$162K ﹤0.01%
1,700
739
$162K ﹤0.01%
150,000
740
$159K ﹤0.01%
1,800
741
$157K ﹤0.01%
7,400
742
$157K ﹤0.01%
1,327
743
$157K ﹤0.01%
+1,500
744
$157K ﹤0.01%
20,907
+1
745
$155K ﹤0.01%
3,700
746
$155K ﹤0.01%
3,000
747
$154K ﹤0.01%
33,479
+3,000
748
$153K ﹤0.01%
4,500
749
$153K ﹤0.01%
660
-1,250
750
$153K ﹤0.01%
3,250
-5,000
28 29
30
31 32