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
1526
– –
-1,450
1527
$0 ﹤0.01%
42
1528
– –
-60
1529
– –
0
1530
$0 ﹤0.01%
+26
1531
$0 ﹤0.01%
48
1532
$0 ﹤0.01%
20
1533
– –
-140
1534
– –
-1
1535
$0 ﹤0.01%
50
1536
– –
-166
1537
– –
-1,300
1538
$0 ﹤0.01%
98
1539
$0 ﹤0.01%
1
1540
$0 ﹤0.01%
22
1541
– –
-973
1542
– –
-25
1543
$0 ﹤0.01%
35
1544
– –
-326
1545
– –
0
1546
$0 ﹤0.01%
20
1547
– –
-11
1548
– –
-981
1549
$0 ﹤0.01%
83
1550
$0 ﹤0.01%
127
60 61
62
63 64