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
1701
– –
-9,373
1702
$0 ﹤0.01%
6
1703
– –
-718
1704
– –
-3,000
1705
$0 ﹤0.01%
70
1706
– –
-8,892
1707
$0 ﹤0.01%
20
1708
$0 ﹤0.01%
8
1709
– –
-47
1710
$0 ﹤0.01%
11
1711
$0 ﹤0.01%
12
1712
$0 ﹤0.01%
1
1713
$0 ﹤0.01%
28
1714
– –
-153,673
1715
$0 ﹤0.01%
300
1716
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-382
1717
$0 ﹤0.01%
+4
1718
$0 ﹤0.01%
300
1719
– –
-52
1720
– –
-152
1721
– –
-55
1722
$0 ﹤0.01%
9
1723
$0 ﹤0.01%
100
1724
– –
-1,100
1725
$0 ﹤0.01%
25
66 67 68
69
70