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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
IEMG icon
451
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$643K ﹤0.01%
11,913
+3,530
+42% +$190K
IWF icon
452
iShares Russell 1000 Growth ETF
IWF
$119B
$640K ﹤0.01%
7,092
-2,444
-26% -$241K
CEG icon
453
Constellation Energy
CEG
$96.1B
$639K ﹤0.01%
3,169
– –
CWBC
454
Community West Bancshares
CWBC
$685M
$635K ﹤0.01%
34,358
– –
PCYO icon
455
Pure Cycle
PCYO
$259M
$631K ﹤0.01%
60,225
+1,600
+3% +$18.2K
VONG icon
456
Vanguard Russell 1000 Growth ETF
VONG
$42.1B
$627K ﹤0.01%
6,753
+694
+11% +$70.5K
SCHE icon
457
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$626K ﹤0.01%
22,721
+10
+0% +$274
BP icon
458
BP
BP
$110B
$621K ﹤0.01%
+18,386
New +$600K
VYMI icon
459
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$619K ﹤0.01%
8,400
– –
CG icon
460
Carlyle Group
CG
$16.7B
$614K ﹤0.01%
14,075
– –
LLYVA icon
461
Liberty Live Group Series A
LLYVA
$8.92B
$613K ﹤0.01%
9,115
-384
-4% -$26.8K
YORW icon
462
York Water
YORW
$503M
$607K ﹤0.01%
17,400
-1,764
-9% -$57.4K
K
463
DELISTED
Kellanova
K
$605K ﹤0.01%
7,334
-11,584
-61% -$951K
OFG icon
464
OFG Bancorp
OFG
$2.22B
$605K ﹤0.01%
15,000
– –
IJH icon
465
iShares Core S&P Mid-Cap ETF
IJH
$123B
$604K ﹤0.01%
10,347
– –
CLX icon
466
Clorox
CLX
$11.8B
$601K ﹤0.01%
4,081
– –
AKR icon
467
Acadia Realty Trust
AKR
$3.02B
$598K ﹤0.01%
28,271
– –
BSV icon
468
Vanguard Short-Term Bond ETF
BSV
$44.6B
$590K ﹤0.01%
7,540
+1,451
+24% +$113K
LARK icon
469
Landmark Bancorp
LARK
$192M
$589K ﹤0.01%
22,699
– –
CI icon
470
Cigna
CI
$76.9B
$588K ﹤0.01%
1,787
-540
-23% -$163K
ES icon
471
Eversource Energy
ES
$28.2B
$583K ﹤0.01%
9,382
+251
+3% +$15K
FSEA icon
472
First Seacoast Bancorp
FSEA
$79.3M
$583K ﹤0.01%
50,000
– –
MLI icon
473
Mueller Industries
MLI
$14.2B
$571K ﹤0.01%
15,010
-31,080
-67% -$1.24M
VT icon
474
Vanguard Total World Stock ETF
VT
$76.2B
$562K ﹤0.01%
4,843
– –
IMCV icon
475
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
$552K ﹤0.01%
7,438
– –
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SAM
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Chevy Chase Trust
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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.