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
101
$20.3M 0.08%
187,198
+23,395
102
$19.8M 0.08%
75,741
+52,018
103
$19.8M 0.08%
226,265
+2,530
104
$19.8M 0.08%
230,812
-35,625
105
$19.3M 0.08%
213,283
-1,600
106
$19.1M 0.08%
+1,805,072
107
$17.8M 0.07%
446,630
-24,065
108
$17.4M 0.07%
705,730
+9,365
109
$17.2M 0.07%
203,134
+351
110
$16.4M 0.07%
78,066
+675
111
$16.3M 0.07%
491,874
-3,100
112
$15.6M 0.06%
137,983
113
$15.2M 0.06%
164,557
-4,951
114
$15.2M 0.06%
111,429
-44,015
115
$15.2M 0.06%
167,784
+6,055
116
$14.3M 0.06%
250,697
-9,545
117
$14.2M 0.06%
8,129
-3,620
118
$14.2M 0.06%
517,282
119
$14.1M 0.06%
178,760
-137
120
$14M 0.06%
215,255
+36,521
121
$13.7M 0.06%
11,262
-779
122
$13.5M 0.05%
124,913
-549
123
$13.5M 0.05%
45,001
-103
124
$13.2M 0.05%
202,090
-212
125
$13.2M 0.05%
110,969
-440
3 4
5
6 7