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
151
$10.4M 0.04%
922,069
-123,490
152
$10.3M 0.04%
355,556
-2,510
153
$10.3M 0.04%
573,499
-204,000
154
$10.2M 0.04%
98,017
+6,497
155
$10.1M 0.04%
451,654
+40,895
156
$10.1M 0.04%
385,052
+65,200
157
$10M 0.04%
36,611
-15
158
$10M 0.04%
93,453
-3,260
159
$9.82M 0.04%
20,951
-1,413
160
$9.79M 0.04%
127,200
+3,180
161
$9.65M 0.04%
487,806
-15,975
162
$9.6M 0.04%
35,593
-325
163
$9.58M 0.04%
616,790
+2,015
164
$9.36M 0.04%
156,796
+275
165
$9.28M 0.04%
111,479
-2,525
166
$9.1M 0.04%
841,728
-498,374
167
$9M 0.04%
152,780
-189,147
168
$8.93M 0.04%
304,861
-5,000
169
$8.83M 0.04%
51,374
+834
170
$8.69M 0.04%
124,371
-462,770
171
$8.37M 0.03%
815,420
+8,153
172
$8M 0.03%
434,435
-2,036
173
$7.98M 0.03%
82,747
-62
174
$7.95M 0.03%
16,581
-53
175
$7.8M 0.03%
320,020
-633
5 6
7
8 9