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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
ALL icon
276
Allstate
ALL
$66.9B
$2.41M 0.01%
12,635
-3,589
-22% -$637K
APD icon
277
Air Products & Chemicals
APD
$66.3B
$2.39M 0.01%
8,027
+56
+0.7% +$15.3K
IVV icon
278
iShares Core S&P 500 ETF
IVV
$876B
$2.36M 0.01%
4,096
+45
+1% +$25K
AVUV icon
279
Avantis US Small Cap Value ETF
AVUV
$29.7B
$2.31M 0.01%
24,096
– –
BCML icon
280
BayCom
BCML
$346M
$2.26M 0.01%
94,836
-10,000
-10% -$225K
IAU icon
281
iShares Gold Trust
IAU
$63B
$2.25M 0.01%
45,204
-10,973
-20% -$514K
GEN icon
282
Gen Digital
GEN
$15.6B
$2.23M 0.01%
81,464
-12,578
-13% -$323K
BAX icon
283
Baxter International
BAX
$11.6B
$2.19M 0.01%
57,353
-900
-2% -$33.1K
PBR icon
284
Petrobras
PBR
$121B
$2.16M 0.01%
145,839
-300
-0.2% -$4.41K
CHMG icon
285
Chemung Financial Corp
CHMG
$390M
$2.14M 0.01%
44,268
– –
PSA icon
286
Public Storage
PSA
$60.2B
$2.08M 0.01%
5,723
– –
TJX icon
287
TJX Companies
TJX
$170B
$2.07M 0.01%
17,612
+110
+0.6% +$12.6K
PSX icon
288
Phillips 66
PSX
$82.9B
$2.04M 0.01%
15,533
-3,111
-17% -$420K
MPC icon
289
Marathon Petroleum
MPC
$90.3B
$2.02M 0.01%
12,377
+80
+0.7% +$13.5K
APH icon
290
Amphenol
APH
$188B
$2M 0.01%
30,602
+1,000
+3% +$64.8K
NU icon
291
Nu Holdings
NU
$68.1B
$1.95M 0.01%
142,500
– –
CMS icon
292
CMS Energy
CMS
$23.1B
$1.94M 0.01%
27,449
– –
NOW icon
293
ServiceNow
NOW
$102B
$1.92M 0.01%
10,735
– –
CBL
294
CBL Properties
CBL
$1.78B
$1.91M 0.01%
75,974
+40,380
+113% +$1.03M
MLI icon
295
Mueller Industries
MLI
$14.1B
$1.9M 0.01%
51,380
-1,800
-3% -$60.3K
MWA icon
296
Mueller Water Products
MWA
$3.92B
$1.89M 0.01%
87,050
-3,700
-4% -$74.4K
PLXS icon
297
Plexus
PLXS
$6.81B
$1.87M 0.01%
13,706
-1,117
-8% -$136K
BIO icon
298
Bio-Rad Laboratories Class A
BIO
$8.42B
$1.87M 0.01%
5,575
-525
-9% -$167K
MAA icon
299
Mid-America Apartment Communities
MAA
$15.6B
$1.86M 0.01%
11,721
-1,373
-10% -$209K
C icon
300
Citigroup
C
$222B
$1.85M 0.01%
29,496
-121,132
-80% -$7.49M
10 11
12
13 14

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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.