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
826
$101K ﹤0.01%
2,967
-250
827
$101K ﹤0.01%
1,875
-4,250
828
$101K ﹤0.01%
1,500
829
$101K ﹤0.01%
2,200
830
$100K ﹤0.01%
934
831
$100K ﹤0.01%
900
832
$99K ﹤0.01%
1,387
833
$98K ﹤0.01%
2,000
834
$98K ﹤0.01%
1,724
835
$98K ﹤0.01%
1,365
+158
836
$97K ﹤0.01%
1,995
837
$96K ﹤0.01%
3,300
838
$95K ﹤0.01%
1,986
839
$95K ﹤0.01%
850
840
$94K ﹤0.01%
2,275
841
$94K ﹤0.01%
1,000
842
$93K ﹤0.01%
1,051
843
$93K ﹤0.01%
1,150
844
$92K ﹤0.01%
5,514
-20,000
845
$92K ﹤0.01%
600
846
$91K ﹤0.01%
1,000
847
$91K ﹤0.01%
3,997
-10,000
848
$91K ﹤0.01%
140
849
$91K ﹤0.01%
1,781
850
$90K ﹤0.01%
2,100
32 33
34
35 36