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First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
+10.4%
1 Year Est. Return
+11.5%
3 Year Est. Return
+74.65%
5 Year Est. Return
+103.66%
10 Year Est. Return
+354.63%
AUM
$33.7B
AUM Growth
+$2.54B
Cap. Flow
-$424M
Cap. Flow %
-1.26%
Top 10 Hldgs %
59.6%
Holding
706
New
37
Increased
162
Reduced
307
Closed
24

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$222M
2
AMAT icon
Applied Materials
AMAT
+$176M
3
NVDA icon
NVIDIA
NVDA
+$95.6M
4
V icon
Visa
V
+$39M
5
ALLY icon
Ally Financial
ALLY
+$24.8M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$206M
2
SE icon
Sea Limited
SE
+$102M
3
PDD icon
Pinduoduo
PDD
+$81.2M
4
KKR icon
KKR & Co
KKR
+$50M
5
NKE icon
Nike
NKE
+$48.3M

Sector Composition

Rank Sector Weight
1 Financials 44.69%
2 Technology 20.9%
3 Healthcare 7.77%
4 Consumer Discretionary 7.28%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIPC icon
251
Brookfield Infrastructure
BIPC
$5.11B
$3.05M 0.01%
70,210
-9,215
-12% -$358K
PYPL icon
252
PayPal
PYPL
$49.5B
$3.02M 0.01%
38,767
-175
-0.4% -$11.7K
BAER icon
253
Bridger Aerospace
BAER
$107M
$2.95M 0.01%
1,329,705
+475,000
+56% +$1.4M
KMB icon
254
Kimberly-Clark
KMB
$36.4B
$2.91M 0.01%
20,244
-650
-3% -$92.2K
VONV icon
255
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$2.89M 0.01%
34,683
+718
+2% +$57.4K
UTL icon
256
Unitil
UTL
$1,000M
$2.87M 0.01%
47,380
-750
-2% -$43.8K
BRT
257
BRT Apartments
BRT
$282M
$2.85M 0.01%
160,600
+35,205
+28% +$640K
BKH icon
258
Black Hills Corp
BKH
$5.73B
$2.81M 0.01%
46,020
– –
LMT icon
259
Lockheed Martin
LMT
$134B
$2.8M 0.01%
4,791
-5
-0.1% -$2.68K
ARES icon
260
Ares Management
ARES
$28.5B
$2.73M 0.01%
17,545
– –
GPK icon
261
Graphic Packaging
GPK
$3.26B
$2.67M 0.01%
89,833
-1,900
-2% -$54K
VZ icon
262
Verizon
VZ
$194B
$2.66M 0.01%
59,180
+69
+0.1% +$2.88K
MRSH
263
Marsh
MRSH
$86.3B
$2.66M 0.01%
11,903
+848
+8% +$188K
QGEN icon
264
Qiagen
QGEN
$8.53B
$2.64M 0.01%
56,866
-19,873
-26% -$906K
APO icon
265
Apollo Global Management
APO
$70.7B
$2.61M 0.01%
20,869
– –
AGI icon
266
Alamos Gold
AGI
$12.4B
$2.59M 0.01%
130,000
– –
FRST icon
267
Primis Financial Corp
FRST
$382M
$2.59M 0.01%
212,781
– –
METCB icon
268
Ramaco Resources Class B
METCB
$475M
$2.59M 0.01%
259,431
+92,831
+56% +$931K
NVT icon
269
nVent Electric
NVT
$24.5B
$2.59M 0.01%
36,811
-6,352
-15% -$438K
MTBA icon
270
Simplify MBS ETF
MTBA
$1.53B
$2.57M 0.01%
50,000
– –
CFG icon
271
Citizens Financial Group
CFG
$30.4B
$2.47M 0.01%
60,246
-3,050
-5% -$123K
RDDT icon
272
Reddit
RDDT
$32.5B
$2.44M 0.01%
+37,085
New +$2.29M
BNY
273
Bank of New York Mellon
BNY
$108B
$2.42M 0.01%
33,698
-2,545
-7% -$167K
SMHI icon
274
SEACOR Marine Holdings
SMHI
$216M
$2.41M 0.01%
250,080
+80,775
+48% +$947K
XIFR
275
XPLR Infrastructure LP
XIFR
$1.18B
$2.41M 0.01%
87,300
-839,820
-91% -$21.8M
9 10
11
12 13

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First Manhattan's Q3 2024 Portfolio in Review

As of Q3 2024, First Manhattan held 706 positions worth $33.7B, up 8.2% from $31.2B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

First Manhattan's Q3 2024 filing shows 37 new, 162 increased, 307 reduced and 24 closed positions. Its largest new stake was SiriusXM: 357,285 shares worth $8.45M. The largest sale was Berkshire Hathaway Class A, an estimated $206M.

By sector, the portfolio is most concentrated in Financials at 45% of assets, up from 43% a quarter earlier, followed by Technology and Healthcare.

  • First Manhattan's largest Q3 2024 buy was SiriusXM: 357,285 shares worth $8.45M.
  • First Manhattan added most to Salesforce in Q3 2024, an estimated $222M increase.
  • First Manhattan's biggest Q3 2024 reduction was Berkshire Hathaway Class A, cutting an estimated $206M.
  • First Manhattan fully exited Pinduoduo in Q3 2024, selling an estimated $81.2M.
  • First Manhattan's ten largest holdings make up 60% of its $33.7B portfolio in Q3 2024.
  • First Manhattan opened 37 new positions and closed 24 in Q3 2024.
  • First Manhattan's portfolio value rose 8.2% quarter-over-quarter to $33.7B.

Based on First Manhattan's 13F filing for Q3 2024, filed 14 Nov 2024.