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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
XLK icon
476
State Street Technology Select Sector SPDR ETF
XLK
$115B
$552K ﹤0.01%
5,342
+80
+2% +$9.07K
LRCX icon
477
Lam Research
LRCX
$382B
$551K ﹤0.01%
7,551
-290
-4% -$22.8K
CRWS icon
478
Crown Crafts
CRWS
$32.2M
$548K ﹤0.01%
147,401
– –
PFF icon
479
iShares Preferred and Income Securities ETF
PFF
$13.1B
$545K ﹤0.01%
17,745
– –
CSGP icon
480
CoStar Group
CSGP
$11.3B
$542K ﹤0.01%
6,847
+1,847
+37% +$141K
STE icon
481
Steris
STE
$20.9B
$537K ﹤0.01%
2,370
– –
GWW icon
482
W.W. Grainger
GWW
$65.3B
$533K ﹤0.01%
540
-19
-3% -$19.6K
HTH icon
483
Hilltop Holdings
HTH
$2.29B
$533K ﹤0.01%
17,500
– –
FPH icon
484
Five Point Holdings
FPH
$379M
$529K ﹤0.01%
99,150
– –
FANG icon
485
Diamondback Energy
FANG
$57.6B
$528K ﹤0.01%
3,300
+70
+2% +$11.3K
VGIT icon
486
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$526K ﹤0.01%
8,849
+1,316
+17% +$77K
RXL icon
487
ProShares Ultra Health Care
RXL
$84.4M
$518K ﹤0.01%
10,644
– –
PAVM icon
488
PAVmed
PAVM
$33.9M
$515K ﹤0.01%
23,803
+470
+2% +$9.74K
VTS icon
489
Vitesse Energy
VTS
$659M
$515K ﹤0.01%
+20,929
New +$536K
GD icon
490
General Dynamics
GD
$105B
$514K ﹤0.01%
1,887
-40
-2% -$10.4K
AZN icon
491
AstraZeneca
AZN
$263B
$513K ﹤0.01%
3,492
+299
+9% +$43.3K
KRE icon
492
State Street SPDR S&P Regional Banking ETF
KRE
$4.48B
$513K ﹤0.01%
9,025
– –
NVO
493
Novo Nordisk
NVO
$216B
$511K ﹤0.01%
7,241
-225
-3% -$18.6K
DGRO icon
494
iShares Core Dividend Growth ETF
DGRO
$42.6B
$510K ﹤0.01%
8,261
+2
+0% +$125
SCHX icon
495
Schwab US Large- Cap ETF
SCHX
$71B
$510K ﹤0.01%
23,106
– –
EBMT icon
496
Eagle Bancorp Montana
EBMT
$186M
$507K ﹤0.01%
30,236
– –
SGC icon
497
Superior Group of Companies
SGC
$193M
$504K ﹤0.01%
46,066
-696
-1% -$9.78K
OXY icon
498
Occidental Petroleum
OXY
$57B
$502K ﹤0.01%
10,126
+1
+0% +$49
MVBF icon
499
MVB Financial
MVBF
$374M
$494K ﹤0.01%
28,500
– –
RUM icon
500
RUM Group Inc
RUM
$1.57B
$493K ﹤0.01%
69,797
– –
18 19
20
21 22

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SAM
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Daiwa Securities Group
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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.