First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
+$69.1M
2
+$55.4M
3
+$23.4M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
+$18.6M
5
ENTG icon
Entegris
ENTG
+$17.1M

Top Sells

1
+$173M
2
+$69.1M
3
+$40.1M
4
IAA
IAA, Inc. Common Stock
IAA
+$37.1M
5
DPZ icon
Domino's
DPZ
+$35.3M

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
$0 ﹤0.01%
190
1627
– –
-10,200
1628
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4
1629
$0 ﹤0.01%
18
1630
– –
-400
1631
– –
-15
1632
– –
-280
1633
– –
-320
1634
$0 ﹤0.01%
1
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1637
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3
1638
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-300
1639
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4
1640
$0 ﹤0.01%
8
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-2,500
1642
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1644
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1645
$0 ﹤0.01%
10
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1646
$0 ﹤0.01%
6
1647
– –
-9,373
1648
$0 ﹤0.01%
6
1649
– –
-718
1650
– –
-3,000
64 65
66
67 68