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First Manhattan Portfolio holdings
AUM
$36.1B
1-Year Est. Return
11.5%
This Fund
S&P 500
This Quarter
Est. Return
+6.37%
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
$35.4B
AUM Growth
+$1.14B
(+3.3%)
Cap. Flow
+$304M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
57.13%
Holding
724
New
46
Increased
188
Reduced
304
Closed
26
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ANSS
Ansys
ANSS
|
+$208M |
| 2 |
AMRZ
Amrize Ltd
AMRZ
|
+$119M |
| 3 |
Amazon
AMZN
|
+$101M |
| 4 |
UnitedHealth
UNH
|
+$93.7M |
| 5 |
Salesforce
CRM
|
+$90M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$157M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$136M |
| 3 |
Take-Two Interactive
TTWO
|
+$88.7M |
| 4 |
Fortive
FTV
|
+$79.7M |
| 5 |
Oracle
ORCL
|
+$70.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 44.67% |
| 2 | Technology | 22.14% |
| 3 | Consumer Discretionary | 7.54% |
| 4 | Communication Services | 5.73% |
| 5 | Healthcare | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Marathon Petroleum
MPC
$90.7B
| $3.09M | 0.01% |
18,576
+1,427
| +8% | +$214K |
|
|
BNY
277
Bank of New York Mellon
BNY
$108B
| $3.07M | 0.01% |
33,683
-15
| -0% | -$1.27K |
|
278
Citigroup
C
$222B
| $3.07M | 0.01% |
36,046
+20,895
| +138% | +$1.51M |
|
279
Ares Management
ARES
$28.3B
| $3.05M | 0.01% |
17,583
+38
| +0.2% | +$6.01K |
|
280
Royal Caribbean
RCL
$79.5B
| $3M | 0.01% |
+9,565
| New | +$2.28M |
|
281
Vanguard Russell 1000 Value ETF
VONV
$20.4B
| $2.98M | 0.01% |
34,992
+2,657
| +8% | +$216K |
|
282
iShares Core S&P 500 ETF
IVV
$880B
| $2.97M | 0.01% |
4,776
+68
| +1% | +$39K |
|
|
QIPT
283
DELISTED
Quipt Home Medical
QIPT
| $2.95M | 0.01% |
1,650,000
| – | – |
|
284
Artesian Resources
ARTNA
$354M
| $2.93M | 0.01% |
87,406
-4,085
| -4% | -$138K |
|
285
Zoetis
ZTS
$31.5B
| $2.89M | 0.01% |
18,555
-1,838
| -9% | -$291K |
|
286
Portland General Electric
POR
$6.02B
| $2.87M | 0.01% |
69,683
-3,307
| -5% | -$139K |
|
287
Phillips 66
PSX
$83.2B
| $2.84M | 0.01% |
23,847
-2,232
| -9% | -$250K |
|
288
Tidewater
TDW
$3.91B
| $2.81M | 0.01% |
60,900
+8,750
| +17% | +$354K |
|
289
iShares US Technology ETF
IYW
$24B
| $2.72M | 0.01% |
15,723
-17
| -0.1% | -$2.58K |
|
290
Constellation Brands
STZ
$22.2B
| $2.67M | 0.01% |
16,443
-2,418
| -13% | -$434K |
|
291
Sweetgreen
SG
$728M
| $2.67M | 0.01% |
179,230
-66,100
| -27% | -$1.09M |
|
292
BayCom
BCML
$349M
| $2.65M | 0.01% |
94,836
| – | – |
|
293
iShares Core MSCI Europe ETF
IEUR
$8.7B
| $2.64M | 0.01% |
+39,916
| New | +$2.52M |
|
294
General Mills
GIS
$19.2B
| $2.56M | 0.01% |
49,389
-1,167
| -2% | -$64.4K |
|
295
CVS Health
CVS
$137B
| $2.54M | 0.01% |
36,809
-3,006
| -8% | -$197K |
|
|
BRT
296
BRT Apartments
BRT
$283M
| $2.52M | 0.01% |
158,600
-2,000
| -1% | -$31.4K |
|
297
Citizens Financial Group
CFG
$30.5B
| $2.51M | 0.01% |
56,175
-3,297
| -6% | -$130K |
|
298
Simplify MBS ETF
MTBA
$1.53B
| $2.5M | 0.01% |
50,000
| – | – |
|
299
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $2.5M | 0.01% |
58,894
+25,466
| +76% | +$1.06M |
|
300
Onto Innovation
ONTO
$14B
| $2.48M | 0.01% |
24,553
-1,946
| -7% | -$208K |
|
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SAM
First Manhattan's Q2 2025 Portfolio in Review
As of Q2 2025, First Manhattan held 724 positions worth $35.4B, up 3.3% from $34.3B the previous quarter. Its ten largest holdings account for 57% of the portfolio.
First Manhattan's Q2 2025 filing shows 46 new, 188 increased, 304 reduced and 26 closed positions. Its largest new stake was Amrize Ltd: 2,364,164 shares worth $117M. The largest sale was Apple, an estimated $157M.
By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 48% a quarter earlier, followed by Technology and Consumer Discretionary.
- First Manhattan's largest Q2 2025 buy was Amrize Ltd: 2,364,164 shares worth $117M.
- First Manhattan added most to Ansys in Q2 2025, an estimated $208M increase.
- First Manhattan's biggest Q2 2025 reduction was Apple, cutting an estimated $157M.
- First Manhattan fully exited Spirit AeroSystems in Q2 2025, selling an estimated $6.85M.
- First Manhattan's ten largest holdings make up 57% of its $35.4B portfolio in Q2 2025.
- First Manhattan opened 46 new positions and closed 26 in Q2 2025.
- First Manhattan's portfolio value rose 3.3% quarter-over-quarter to $35.4B.
Based on First Manhattan's 13F filing for Q2 2025, filed 14 Aug 2025.