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
976
$45K ﹤0.01%
720
977
$45K ﹤0.01%
1,108
978
$44K ﹤0.01%
460
979
$44K ﹤0.01%
115
980
$44K ﹤0.01%
+1,500
981
$43K ﹤0.01%
1,525
+1,000
982
$43K ﹤0.01%
6,637
983
$42K ﹤0.01%
154
984
$42K ﹤0.01%
75
985
$41K ﹤0.01%
2,200
986
$41K ﹤0.01%
2,560
987
$41K ﹤0.01%
700
988
$40K ﹤0.01%
525
-412
989
$40K ﹤0.01%
3,100
990
$40K ﹤0.01%
4,115
-1
991
$40K ﹤0.01%
+1,290
992
$40K ﹤0.01%
3,076
+663
993
$40K ﹤0.01%
1,349
-594
994
$39K ﹤0.01%
400
995
$39K ﹤0.01%
803
996
$39K ﹤0.01%
900
-300
997
$39K ﹤0.01%
775
998
$39K ﹤0.01%
2,063
999
$38K ﹤0.01%
2,500
1000
$37K ﹤0.01%
1,133
38 39
40
41 42