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
1501
$1K ﹤0.01%
95
1502
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30
1503
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250
1504
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730
1505
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600
1506
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50
1507
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1508
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10
1509
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1,610
1510
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220
1511
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1512
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22
1513
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500
1514
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300
1515
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5,000
-5,000
1516
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4,000
1517
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6,000
1518
$1K ﹤0.01%
100
1519
– –
-160
1520
$0 ﹤0.01%
1
1521
– –
-83,759
1522
– –
-99
1523
– –
-486
1524
$0 ﹤0.01%
5
1525
$0 ﹤0.01%
8
59 60
61
62 63