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
176
$7.71M 0.03%
36,794
-385
177
$7.7M 0.03%
45,699
-785
178
$7.66M 0.03%
259,633
+55
179
$7.57M 0.03%
82,548
-18,912
180
$7.44M 0.03%
151,313
-4,767
181
$7.41M 0.03%
69,989
-8,154
182
$7.38M 0.03%
145,242
-1,644
183
$7.37M 0.03%
508,332
+1,500
184
$7.35M 0.03%
60,700
-150
185
$7.17M 0.03%
49,524
+95
186
$7.05M 0.03%
165,909
-4,629
187
$6.98M 0.03%
98,723
-9,289
188
$6.86M 0.03%
27,842
-799
189
$6.86M 0.03%
124,420
-24,346
190
$6.72M 0.03%
165,822
+5,850
191
$6.55M 0.03%
334,825
+42,250
192
$6.52M 0.03%
286,264
-1,100
193
$6.51M 0.03%
86,314
-1,193
194
$6.47M 0.03%
104,685
-1,400
195
$6.41M 0.03%
39,311
-300
196
$6.31M 0.03%
176,478
-55,500
197
$6.29M 0.03%
26,474
-275
198
$6.29M 0.03%
48,567
199
$6.25M 0.03%
16,495
-193
200
$6.25M 0.03%
64,074
+2,038