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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
+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
Cap. Flow
+$304M
Cap. Flow %
0.86%
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
AMZN icon
Amazon
AMZN
+$101M
4
UNH icon
UnitedHealth
UNH
+$93.7M
5
CRM icon
Salesforce
CRM
+$90M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$157M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$136M
3
TTWO icon
Take-Two Interactive
TTWO
+$88.7M
4
FTV icon
Fortive
FTV
+$79.7M
5
ORCL icon
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
PPBI
451
DELISTED
Pacific Premier Bancorp
PPBI
$811K ﹤0.01%
38,469
– –
DAL icon
452
Delta Air Lines
DAL
$56.4B
$810K ﹤0.01%
16,475
-3,350
-17% -$154K
FDX icon
453
FedEx
FDX
$75.2B
$810K ﹤0.01%
3,539
-14
-0.4% -$3.07K
NSC icon
454
Norfolk Southern
NSC
$79.2B
$805K ﹤0.01%
3,144
-1,202
-28% -$283K
TDG icon
455
TransDigm Group
TDG
$70.1B
$801K ﹤0.01%
527
+2
+0.4% +$2.81K
DD icon
456
DuPont de Nemours
DD
$18.7B
$797K ﹤0.01%
9,252
-612
-6% -$50.9K
CZWI icon
457
Citizens Community Bancorp
CZWI
$226M
$795K ﹤0.01%
57,624
– –
EEM icon
458
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$787K ﹤0.01%
16,320
-1,377
-8% -$61.9K
ITOT icon
459
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$777K ﹤0.01%
5,751
+59
+1% +$7.36K
RHLD
460
Resolute Holdings Management
RHLD
$1.1B
$764K ﹤0.01%
23,958
-36
-0.2% -$1.1K
FAST icon
461
Fastenal
FAST
$53.7B
$757K ﹤0.01%
18,016
– –
FLTR icon
462
VanEck IG Floating Rate ETF
FLTR
$2.93B
$757K ﹤0.01%
29,670
– –
XLV icon
463
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$739K ﹤0.01%
5,481
+215
+4% +$29K
DVY icon
464
iShares Select Dividend ETF
DVY
$23.9B
$726K ﹤0.01%
5,465
+285
+6% +$36.9K
VONG icon
465
Vanguard Russell 1000 Growth ETF
VONG
$42.9B
$724K ﹤0.01%
6,631
-122
-2% -$12K
CG icon
466
Carlyle Group
CG
$16.3B
$723K ﹤0.01%
14,075
– –
CET
467
Central Securities Corp
CET
$1.55B
$721K ﹤0.01%
15,071
-515
-3% -$23.4K
WTM icon
468
White Mountains Insurance
WTM
$5.49B
$720K ﹤0.01%
401
-714
-64% -$1.27M
OLP
469
One Liberty Properties
OLP
$551M
$714K ﹤0.01%
29,389
– –
BSV icon
470
Vanguard Short-Term Bond ETF
BSV
$44.6B
$713K ﹤0.01%
9,064
+1,524
+20% +$119K
AVAV icon
471
AeroVironment
AVAV
$7.72B
$712K ﹤0.01%
2,500
-12
-0.5% -$2.03K
VRTX icon
472
Vertex Pharmaceuticals
VRTX
$122B
$706K ﹤0.01%
1,585
+30
+2% +$13.8K
AUB icon
473
Atlantic Union Bankshares
AUB
$6.04B
$704K ﹤0.01%
22,512
+9,312
+71% +$269K
HDV
474
iShares Core High Dividend ETF
HDV
$14.4B
$699K ﹤0.01%
29,840
-175
-0.6% -$4.03K
SCHE icon
475
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$695K ﹤0.01%
23,044
+323
+1% +$9.15K
17 18
19
20 21

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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.