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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
+4.14%
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
$34.3B
AUM Growth
+$184M
Cap. Flow
-$333M
Cap. Flow %
-0.97%
Top 10 Hldgs %
59.6%
Holding
718
New
38
Increased
168
Reduced
304
Closed
40

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$195M
2
KNSL icon
Kinsale Capital Group
KNSL
+$72.3M
3
GEV icon
GE Vernova
GEV
+$67.8M
4
VRT icon
Vertiv
VRT
+$55.5M
5
AMAT icon
Applied Materials
AMAT
+$37.8M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$400M
2
UNH icon
UnitedHealth
UNH
+$193M
3
AZPN
Aspen Technology Inc
AZPN
+$170M
4
NEE icon
NextEra Energy
NEE
+$110M
5
AAPL icon
Apple
AAPL
+$56M

Sector Composition

Rank Sector Weight
1 Financials 48.05%
2 Technology 18.6%
3 Consumer Discretionary 7.51%
4 Healthcare 6.13%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FXNC icon
426
First National Corp
FXNC
$269M
$797K ﹤0.01%
35,500
– –
ISRG icon
427
Intuitive Surgical
ISRG
$121B
$792K ﹤0.01%
1,599
+462
+41% +$255K
CP icon
428
Canadian Pacific Kansas City
CP
$82B
$790K ﹤0.01%
11,230
– –
OLP
429
One Liberty Properties
OLP
$548M
$785K ﹤0.01%
29,389
– –
DG icon
430
Dollar General
DG
$25.9B
$783K ﹤0.01%
8,903
-1,080
-11% -$81.8K
EEM icon
431
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$773K ﹤0.01%
17,697
+478
+3% +$20.8K
XLV icon
432
State Street Health Care Select Sector SPDR ETF
XLV
$42B
$769K ﹤0.01%
5,266
-13
-0.2% -$1.89K
FLTR icon
433
VanEck IG Floating Rate ETF
FLTR
$2.94B
$758K ﹤0.01%
+29,670
New +$757K
VRTX icon
434
Vertex Pharmaceuticals
VRTX
$121B
$754K ﹤0.01%
1,555
– –
LEN icon
435
Lennar Class A
LEN
$20.4B
$753K ﹤0.01%
6,564
-59,431
-90% -$7.42M
RHLD
436
Resolute Holdings Management
RHLD
$1.09B
$752K ﹤0.01%
+23,994
New +$851K
VOT icon
437
Vanguard Mid-Cap Growth ETF
VOT
$19B
$749K ﹤0.01%
3,061
+50
+2% +$13K
WTW icon
438
Willis Towers Watson
WTW
$27.9B
$746K ﹤0.01%
2,201
– –
SBFG icon
439
SB Financial Group
SBFG
$160M
$742K ﹤0.01%
35,627
– –
HDV
440
iShares Core High Dividend ETF
HDV
$14.5B
$727K ﹤0.01%
30,015
– –
TDG icon
441
TransDigm Group
TDG
$69.2B
$726K ﹤0.01%
525
– –
FISV
442
Fiserv Inc
FISV
$27.2B
$714K ﹤0.01%
3,235
– –
CET
443
Central Securities Corp
CET
$1.54B
$701K ﹤0.01%
15,586
– –
FAST icon
444
Fastenal
FAST
$54B
$699K ﹤0.01%
+18,016
New +$675K
DVY icon
445
iShares Select Dividend ETF
DVY
$24B
$696K ﹤0.01%
5,180
– –
ITOT icon
446
iShares Core S&P Total US Stock Market ETF
ITOT
$93.4B
$695K ﹤0.01%
5,692
+1,393
+32% +$180K
NBN icon
447
Northeast Bank
NBN
$1.11B
$687K ﹤0.01%
7,500
– –
BDX icon
448
Becton Dickinson
BDX
$43.1B
$685K ﹤0.01%
2,989
-77
-3% -$17.9K
IEX icon
449
IDEX
IEX
$16.5B
$684K ﹤0.01%
3,778
– –
EOG icon
450
EOG Resources
EOG
$78B
$646K ﹤0.01%
5,041
-164
-3% -$21.1K
16 17
18
19 20

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First Manhattan's Q1 2025 Portfolio in Review

As of Q1 2025, First Manhattan held 718 positions worth $34.3B, up 0.54% from $34.1B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

First Manhattan's Q1 2025 filing shows 38 new, 168 increased, 304 reduced and 40 closed positions. Its largest new stake was Centene: 474,879 shares worth $28.8M. The largest sale was Berkshire Hathaway Class A, an estimated $400M.

By sector, the portfolio is most concentrated in Financials at 48% of assets, up from 45% a quarter earlier, followed by Technology and Consumer Discretionary.

  • First Manhattan's largest Q1 2025 buy was Centene: 474,879 shares worth $28.8M.
  • First Manhattan added most to ASML in Q1 2025, an estimated $195M increase.
  • First Manhattan's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $400M.
  • First Manhattan fully exited Aspen Technology Inc in Q1 2025, selling an estimated $170M.
  • First Manhattan's ten largest holdings make up 60% of its $34.3B portfolio in Q1 2025.
  • First Manhattan opened 38 new positions and closed 40 in Q1 2025.
  • First Manhattan's portfolio value rose 0.54% quarter-over-quarter to $34.3B.

Based on First Manhattan's 13F filing for Q1 2025, filed 15 May 2025.