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
1601
– –
-157,211
1602
$0 ﹤0.01%
1
1603
– –
-3,047
1604
– –
-4,354
1605
– –
-10,000
1606
$0 ﹤0.01%
14
-11
1607
– –
-51
1608
$0 ﹤0.01%
+5
1609
$0 ﹤0.01%
20
-560
1610
– –
-575
1611
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-4,100
1612
$0 ﹤0.01%
190
1613
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-10,200
1614
– –
-116,622
1615
– –
-1,079
1616
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-200
1617
$0 ﹤0.01%
100
1618
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25
1619
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1620
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5
1621
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4
-250
1622
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28
1623
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17
1624
$0 ﹤0.01%
1
1625
– –
-350
63 64
65
66 67