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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
+1.82%
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
$34.1B
AUM Growth
+$366M
Cap. Flow
+$84.4M
Cap. Flow %
0.25%
Top 10 Hldgs %
59.17%
Holding
723
New
41
Increased
189
Reduced
269
Closed
43

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$118M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$77.6M
3
UNP icon
Union Pacific
UNP
+$57.3M
4
NVDA icon
NVIDIA
NVDA
+$47.6M
5
AMAT icon
Applied Materials
AMAT
+$45.7M

Top Sells

Rank Stock Value
1
MKL icon
Markel Group
MKL
+$70.6M
2
AZPN
Aspen Technology Inc
AZPN
+$53.7M
3
KKR icon
KKR & Co
KKR
+$44M
4
AAPL icon
Apple
AAPL
+$33.7M
5
CSW
CSW Industrials
CSW
+$28.2M

Sector Composition

Rank Sector Weight
1 Financials 44.82%
2 Technology 21.62%
3 Consumer Discretionary 7.18%
4 Communication Services 6.65%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
451
Fiserv Inc
FISV
$27.2B
$665K ﹤0.01%
3,235
– –
CLX icon
452
Clorox
CLX
$11.6B
$663K ﹤0.01%
4,081
– –
IJH icon
453
iShares Core S&P Mid-Cap ETF
IJH
$123B
$645K ﹤0.01%
10,347
+927
+10% +$59.5K
MU icon
454
Micron Technology
MU
$1.04T
$643K ﹤0.01%
7,629
+630
+9% +$64.1K
CI icon
455
Cigna
CI
$76.6B
$643K ﹤0.01%
2,327
-59
-2% -$18.8K
NVO
456
Novo Nordisk
NVO
$216B
$642K ﹤0.01%
7,466
+243
+3% +$26.3K
OFG icon
457
OFG Bancorp
OFG
$2.21B
$639K ﹤0.01%
15,000
– –
EOG icon
458
EOG Resources
EOG
$78B
$638K ﹤0.01%
5,205
-510
-9% -$65.2K
LLYVA icon
459
Liberty Live Group Series A
LLYVA
$8.8B
$632K ﹤0.01%
9,499
-411
-4% -$25.5K
YORW icon
460
York Water
YORW
$505M
$631K ﹤0.01%
19,164
– –
OPBK icon
461
OP Bancorp
OPBK
$233M
$629K ﹤0.01%
39,804
– –
VRTX icon
462
Vertex Pharmaceuticals
VRTX
$121B
$626K ﹤0.01%
1,555
-15
-1% -$6.95K
VONG icon
463
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$626K ﹤0.01%
6,059
-166
-3% -$16.8K
XLK icon
464
State Street Technology Select Sector SPDR ETF
XLK
$115B
$612K ﹤0.01%
5,262
– –
SCHE icon
465
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$605K ﹤0.01%
22,711
-845
-4% -$23.9K
VGT icon
466
Vanguard Information Technology ETF
VGT
$139B
$600K ﹤0.01%
7,720
-528
-6% -$40.6K
VLY icon
467
Valley National Bancorp
VLY
$7.93B
$594K ﹤0.01%
64,798
-371
-0.6% -$3.6K
PBH icon
468
Prestige Consumer Healthcare
PBH
$2.35B
$593K ﹤0.01%
7,600
– –
ISRG icon
469
Intuitive Surgical
ISRG
$121B
$593K ﹤0.01%
1,137
-521
-31% -$271K
MVBF icon
470
MVB Financial
MVBF
$374M
$590K ﹤0.01%
28,500
– –
GWW icon
471
W.W. Grainger
GWW
$65.3B
$589K ﹤0.01%
559
-62
-10% -$69.9K
B
472
Barrick Mining
B
$62.2B
$572K ﹤0.01%
36,900
– –
VYMI icon
473
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$570K ﹤0.01%
8,400
– –
VT icon
474
Vanguard Total World Stock ETF
VT
$76.3B
$569K ﹤0.01%
4,843
-743
-13% -$89.2K
LRCX icon
475
Lam Research
LRCX
$382B
$568K ﹤0.01%
7,841
-199
-2% -$15.1K
17 18
19
20 21

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Pacer Advisors
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Alyeska Investment Group
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William Blair & Company
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SAM
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Daiwa Securities Group
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Chevy Chase Trust
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First Manhattan's Q4 2024 Portfolio in Review

As of Q4 2024, First Manhattan held 723 positions worth $34.1B, up 1.1% from $33.7B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

First Manhattan's Q4 2024 filing shows 41 new, 189 increased, 269 reduced and 43 closed positions. Its largest new stake was Kinsale Capital Group: 40,140 shares worth $18.7M. The largest sale was Markel Group, an estimated $70.6M.

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

  • First Manhattan's largest Q4 2024 buy was Kinsale Capital Group: 40,140 shares worth $18.7M.
  • First Manhattan added most to ASML in Q4 2024, an estimated $118M increase.
  • First Manhattan's biggest Q4 2024 reduction was Markel Group, cutting an estimated $70.6M.
  • First Manhattan fully exited Wells Fargo 7.5% Non Cumv Perp Conv in Q4 2024, selling an estimated $9.31M.
  • First Manhattan's ten largest holdings make up 59% of its $34.1B portfolio in Q4 2024.
  • First Manhattan opened 41 new positions and closed 43 in Q4 2024.
  • First Manhattan's portfolio value rose 1.1% quarter-over-quarter to $34.1B.

Based on First Manhattan's 13F filing for Q4 2024, filed 14 Feb 2025.