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
1,748
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
– –
-116,622
1602
$0 ﹤0.01%
8
1603
– –
-47
1604
– –
-1
1605
$0 ﹤0.01%
2
1606
$0 ﹤0.01%
100
1607
$0 ﹤0.01%
100
1608
– –
-62
1609
$0 ﹤0.01%
200
1610
$0 ﹤0.01%
6
1611
– –
-400
1612
$0 ﹤0.01%
42
1613
$0 ﹤0.01%
500
1614
$0 ﹤0.01%
20
1615
– –
-3,100
1616
– –
-350
1617
– –
-320
1618
– –
0
1619
$0 ﹤0.01%
1,000
1620
– –
0
1621
$0 ﹤0.01%
38
1622
$0 ﹤0.01%
100
1623
– –
-575
1624
– –
-4,100
1625
$0 ﹤0.01%
190
63 64
65
66 67