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
751
$152K ﹤0.01%
61,400
752
$151K ﹤0.01%
1,489
+769
753
$151K ﹤0.01%
1,326
754
$150K ﹤0.01%
1,329
755
$150K ﹤0.01%
3,889
756
$150K ﹤0.01%
20,405
757
$147K ﹤0.01%
12,630
758
$147K ﹤0.01%
9,500
+4,500
759
$146K ﹤0.01%
2,800
760
$146K ﹤0.01%
12,000
761
$146K ﹤0.01%
3,649
762
$145K ﹤0.01%
6,213
763
$145K ﹤0.01%
1,952
-150
764
$143K ﹤0.01%
848
-74
765
$143K ﹤0.01%
2,500
766
$142K ﹤0.01%
60,000
767
$141K ﹤0.01%
3,200
-300
768
$139K ﹤0.01%
1,247
769
$139K ﹤0.01%
16,100
770
$139K ﹤0.01%
121
-11,648
771
$139K ﹤0.01%
10,000
-12,000
772
$138K ﹤0.01%
34,745
773
$134K ﹤0.01%
1,140
774
$134K ﹤0.01%
1,157
+1,150
775
$134K ﹤0.01%
42,140
29 30
31
32 33