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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 | |
|---|---|---|---|---|---|---|
326
Adobe
ADBE
$88.9B
| $1.92M | 0.01% |
4,973
-651
| -12% | -$251K |
|
|
IBDQ
327
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $1.91M | 0.01% |
75,656
+477
| +0.6% | +$12K |
|
328
Lockheed Martin
LMT
$133B
| $1.89M | 0.01% |
4,087
-16
| -0.4% | -$7.49K |
|
329
CME Group
CME
$91.2B
| $1.87M | 0.01% |
6,797
-631
| -8% | -$172K |
|
330
Mueller Water Products
MWA
$3.93B
| $1.86M | 0.01% |
77,167
-5,400
| -7% | -$134K |
|
331
Petrobras
PBR
$121B
| $1.85M | 0.01% |
144,509
-1,330
| -0.9% | -$15.9K |
|
332
AT&T
T
$163B
| $1.84M | 0.01% |
63,528
-3,812
| -6% | -$105K |
|
333
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
| $1.82M | 0.01% |
45,059
+478
| +1% | +$18.3K |
|
334
Williams Companies
WMB
$91.4B
| $1.81M | 0.01% |
28,755
+12,812
| +80% | +$756K |
|
335
Unitil
UTL
$998M
| $1.81M | 0.01% |
34,620
-2,675
| -7% | -$148K |
|
336
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $1.78M | 0.01% |
12,035
+193
| +2% | +$26.3K |
|
337
State Street Financial Select Sector SPDR ETF
XLF
$55.4B
| $1.76M | 0.01% |
33,685
+13,323
| +65% | +$659K |
|
338
BayFirst Financial Corp
BAFN
$33.7M
| $1.75M | 0.01% |
125,256
-197
| -0.2% | -$2.95K |
|
339
Caterpillar
CAT
$411B
| $1.75M | ﹤0.01% |
4,511
-178
| -4% | -$59.3K |
|
340
CMS Energy
CMS
$23.1B
| $1.73M | ﹤0.01% |
25,000
-344
| -1% | -$24.5K |
|
341
Sprott Physical Gold and Silver Trust
CEF
$7.47B
| $1.73M | ﹤0.01% |
57,463
| – | – |
|
342
Vanguard Growth ETF
VUG
$217B
| $1.71M | ﹤0.01% |
23,430
-762
| -3% | -$50.2K |
|
343
Primis Financial Corp
FRST
$384M
| $1.7M | ﹤0.01% |
156,901
-780
| -0.5% | -$7.18K |
|
344
Vanguard Total International Stock ETF
VXUS
$153B
| $1.69M | ﹤0.01% |
24,439
+3,826
| +19% | +$248K |
|
345
Elevance Health
ELV
$82B
| $1.68M | ﹤0.01% |
4,327
| – | – |
|
346
Waste Management
WM
$95.5B
| $1.68M | ﹤0.01% |
7,343
+360
| +5% | +$83.5K |
|
347
Sprott Physical Gold
PHYS
$14.6B
| $1.66M | ﹤0.01% |
65,599
-1,000
| -2% | -$25.1K |
|
348
Graphic Packaging
GPK
$3.27B
| $1.66M | ﹤0.01% |
78,408
-7,275
| -8% | -$168K |
|
349
M&T Bank
MTB
$36.1B
| $1.61M | ﹤0.01% |
8,320
-1,373
| -14% | -$242K |
|
|
TXNM
350
TXNM Energy Inc
TXNM
$6.46B
| $1.6M | ﹤0.01% |
28,464
-8,176
| -22% | -$445K |
|
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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.