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
76
$31.1M 0.13%
675,966
-42,675
77
$30.3M 0.12%
596,915
-18,119
78
$30.1M 0.12%
430,211
+94,988
79
$29.7M 0.12%
126,200
+42,600
80
$29.7M 0.12%
795,849
-12,700
81
$29.7M 0.12%
587,512
+271,956
82
$29.5M 0.12%
1,150,929
-200
83
$29.1M 0.12%
195,851
-552
84
$29.1M 0.12%
136,301
+5,768
85
$28.1M 0.11%
444,414
-159
86
$27.1M 0.11%
777,982
+18,469
87
$25.3M 0.1%
320,113
-1,782
88
$25.2M 0.1%
323,368
-17,735
89
$24.5M 0.1%
124,177
-360
90
$23.6M 0.1%
224,085
-5,277
91
$23.6M 0.1%
141,435
-8,981
92
$23.1M 0.09%
163,587
-2,658
93
$22.5M 0.09%
246,654
-8,685
94
$22.4M 0.09%
413,978
-9,680
95
$22.4M 0.09%
571,987
+11,755
96
$22.4M 0.09%
136,230
-1,552
97
$22.3M 0.09%
599,167
-14,700
98
$22.1M 0.09%
217,046
-87
99
$22M 0.09%
794,944
-13,115
100
$22M 0.09%
197,235
-5,982
2 3
4
5 6