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
801
$116K ﹤0.01%
2,450
802
$116K ﹤0.01%
+2,640
803
$116K ﹤0.01%
2,025
804
$115K ﹤0.01%
+8,125
805
$115K ﹤0.01%
10,000
806
$112K ﹤0.01%
3,575
+3,310
807
$112K ﹤0.01%
3,500
808
$111K ﹤0.01%
14,308
-2,752
809
$111K ﹤0.01%
5,775
810
$110K ﹤0.01%
2,400
811
$110K ﹤0.01%
3,120
812
$109K ﹤0.01%
700
813
$109K ﹤0.01%
5,371
-357
814
$108K ﹤0.01%
1,082
-14
815
$107K ﹤0.01%
27,500
816
$106K ﹤0.01%
1,415
-2,901
817
$106K ﹤0.01%
1,295
818
$106K ﹤0.01%
7,100
819
$105K ﹤0.01%
1,816
-32
820
$104K ﹤0.01%
2,212
821
$104K ﹤0.01%
481
822
$104K ﹤0.01%
786
823
$103K ﹤0.01%
1,700
+1,300
824
$103K ﹤0.01%
60,000
825
$103K ﹤0.01%
10,450
-2,600
31 32
33
34 35