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
126
$13.1M 0.05%
37,426
127
$13.1M 0.05%
217,575
-2,388
128
$13M 0.05%
34,380
-64
129
$12.9M 0.05%
143,585
-12,066
130
$12.7M 0.05%
+944,343
131
$12.5M 0.05%
208,148
-45,976
132
$12.5M 0.05%
200,201
-3,983
133
$12.1M 0.05%
1,064,392
+10,112
134
$12M 0.05%
156,301
-6,561
135
$11.8M 0.05%
404,303
-3,815
136
$11.8M 0.05%
87,106
+32,308
137
$11.7M 0.05%
255,025
-5,404
138
$11.6M 0.05%
176,485
-381
139
$11.4M 0.05%
67,253
-4,210
140
$11.3M 0.05%
270,057
-14,723
141
$11.2M 0.05%
425,479
-7,555
142
$11.2M 0.04%
450,581
+6,470
143
$11.1M 0.04%
162,458
-1,033
144
$11.1M 0.04%
56,310
-487
145
$10.8M 0.04%
68,387
-817
146
$10.8M 0.04%
227,807
-561,504
147
$10.7M 0.04%
180,916
+1
148
$10.7M 0.04%
142,098
149
$10.7M 0.04%
63,262
-5
150
$10.6M 0.04%
1,832,609
+317,224
4 5
6
7 8