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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
ISRG icon
401
Intuitive Surgical
ISRG
$121B
$815K ﹤0.01%
1,658
+48
+3% +$22.3K
EEM icon
402
iShares MSCI Emerging Markets ETF
EEM
$28B
$794K ﹤0.01%
17,323
+4,804
+38% +$207K
UBER icon
403
Uber
UBER
$134B
$791K ﹤0.01%
10,521
+3,184
+43% +$224K
NSC icon
404
Norfolk Southern
NSC
$78.8B
$781K ﹤0.01%
3,144
-777
-20% -$186K
CET
405
Central Securities Corp
CET
$1.54B
$760K ﹤0.01%
16,583
– –
OZK icon
406
Bank OZK
OZK
$5.49B
$752K ﹤0.01%
17,500
– –
TDG icon
407
TransDigm Group
TDG
$69.2B
$749K ﹤0.01%
525
– –
EMR icon
408
Emerson Electric
EMR
$82.9B
$740K ﹤0.01%
6,766
+205
+3% +$22.1K
BDX icon
409
Becton Dickinson
BDX
$43.1B
$739K ﹤0.01%
3,066
-500
-14% -$117K
PAVM icon
410
PAVmed
PAVM
$33.9M
$738K ﹤0.01%
20,000
+3,333
+20% +$102K
B
411
Barrick Mining
B
$62.2B
$734K ﹤0.01%
36,900
– –
IEFA icon
412
iShares Core MSCI EAFE ETF
IEFA
$186B
$733K ﹤0.01%
9,386
-486
-5% -$36.4K
SBFG icon
413
SB Financial Group
SBFG
$160M
$732K ﹤0.01%
35,627
– –
VRTX icon
414
Vertex Pharmaceuticals
VRTX
$121B
$730K ﹤0.01%
1,570
+15
+1% +$7.21K
VOT icon
415
Vanguard Mid-Cap Growth ETF
VOT
$19B
$729K ﹤0.01%
2,995
– –
MU icon
416
Micron Technology
MU
$1.04T
$726K ﹤0.01%
6,999
+2,251
+47% +$235K
SGC icon
417
Superior Group of Companies
SGC
$193M
$724K ﹤0.01%
46,762
– –
SHEL icon
418
Shell
SHEL
$245B
$723K ﹤0.01%
10,967
+85
+0.8% +$6.02K
WMB icon
419
Williams Companies
WMB
$90.5B
$722K ﹤0.01%
15,815
+1,475
+10% +$64.8K
YORW icon
420
York Water
YORW
$505M
$722K ﹤0.01%
19,164
-32
-0.2% -$1.24K
CRWS icon
421
Crown Crafts
CRWS
$32.2M
$719K ﹤0.01%
147,401
– –
IWN icon
422
iShares Russell 2000 Value ETF
IWN
$14.4B
$714K ﹤0.01%
4,279
+665
+18% +$108K
FYBR
423
DELISTED
Frontier Communications
FYBR
$711K ﹤0.01%
+20,000
New +$601K
HDV
424
iShares Core High Dividend ETF
HDV
$14.4B
$706K ﹤0.01%
30,015
-260
-0.9% -$5.95K
EOG icon
425
EOG Resources
EOG
$78B
$703K ﹤0.01%
5,715
-84
-1% -$10.6K
15 16
17
18 19

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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.