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
1576
$0 ﹤0.01%
5
1577
$0 ﹤0.01%
600
1578
$0 ﹤0.01%
50
1579
$0 ﹤0.01%
100
1580
$0 ﹤0.01%
200
1581
– –
-260,553
1582
$0 ﹤0.01%
100
1583
$0 ﹤0.01%
100
1584
$0 ﹤0.01%
1,000
1585
– –
-20
1586
$0 ﹤0.01%
25
1587
$0 ﹤0.01%
125
1588
$0 ﹤0.01%
500
1589
$0 ﹤0.01%
200
1590
$0 ﹤0.01%
200
1591
$0 ﹤0.01%
1,750
1592
– –
-200
1593
– –
-100
1594
– –
-146,361
1595
– –
-370,000
1596
– –
-81,555
1597
– –
-100
1598
– –
-755,620
1599
– –
-544
1600
– –
-39,404
62 63
64
65 66