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
1401
$3K ﹤0.01%
20
-44
1402
$3K ﹤0.01%
65
1403
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120
1404
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235
1405
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100
1406
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65
1407
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127
-138
1408
$2K ﹤0.01%
100
1409
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350
1410
$2K ﹤0.01%
+500
1411
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410
1412
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285
-286
1413
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170
1414
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267
1415
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89
-2
1416
$2K ﹤0.01%
345
-120
1417
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232
1418
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340
1419
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90
1420
$2K ﹤0.01%
1,100
1421
$2K ﹤0.01%
93
1422
$2K ﹤0.01%
+102
1423
$2K ﹤0.01%
+100
1424
$2K ﹤0.01%
32
1425
$2K ﹤0.01%
69
-28
55 56
57
58 59