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
201
$6.13M 0.02%
143,891
-21,616
202
$6.12M 0.02%
150,005
+7,662
203
$6.04M 0.02%
753,969
+30,000
204
$5.87M 0.02%
+1,815,805
205
$5.86M 0.02%
38,134
+1,032
206
$5.86M 0.02%
361,665
+22,400
207
$5.82M 0.02%
253,410
-8,626
208
$5.79M 0.02%
162,745
-1,058
209
$5.78M 0.02%
381,354
210
$5.55M 0.02%
79,761
-909,163
211
$5.48M 0.02%
49,658
212
$5.48M 0.02%
191,698
-1,418
213
$5.43M 0.02%
90,463
+2,855
214
$5.33M 0.02%
110,275
+2,110
215
$5.24M 0.02%
28,775
-2,090
216
$5.23M 0.02%
2,921,943
+171,500
217
$5.12M 0.02%
176,720
+550
218
$5.11M 0.02%
1,602,800
+150,000
219
$5.02M 0.02%
73,062
+5,330
220
$4.97M 0.02%
71,250
-130
221
$4.93M 0.02%
250,676
+5,125
222
$4.9M 0.02%
1,580,125
+125,000
223
$4.86M 0.02%
37,414
+1,000
224
$4.79M 0.02%
65,758
-950
225
$4.66M 0.02%
26,451
+1,134
7 8
9
10 11