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
1626
– –
-1,955,538
1627
$0 ﹤0.01%
300
1628
– –
-35
1629
– –
0
1630
$0 ﹤0.01%
+100
1631
– –
-19
1632
$0 ﹤0.01%
3
1633
– –
0
1634
$0 ﹤0.01%
2
1635
$0 ﹤0.01%
+5
1636
$0 ﹤0.01%
150
1637
– –
-67
1638
$0 ﹤0.01%
1,250
1639
$0 ﹤0.01%
33
1640
$0 ﹤0.01%
100
-2,000
1641
$0 ﹤0.01%
110
1642
$0 ﹤0.01%
444
1643
$0 ﹤0.01%
100
1644
$0 ﹤0.01%
3
1645
$0 ﹤0.01%
232
1646
$0 ﹤0.01%
11
1647
– –
-300
1648
– –
-7,325
1649
– –
-2,500
1650
$0 ﹤0.01%
117
+75
64 65
66
67 68