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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
(+3.3%)
Cap. Flow
+$304M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
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 |
Amazon
AMZN
|
+$101M |
| 4 |
UnitedHealth
UNH
|
+$93.7M |
| 5 |
Salesforce
CRM
|
+$90M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$157M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$136M |
| 3 |
Take-Two Interactive
TTWO
|
+$88.7M |
| 4 |
Fortive
FTV
|
+$79.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
First National Corp
FXNC
$269M
| $691K | ﹤0.01% |
35,500
| – | – |
|
477
BP
BP
$113B
| $690K | ﹤0.01% |
23,061
+4,675
| +25% | +$137K |
|
478
Willis Towers Watson
WTW
$27.7B
| $689K | ﹤0.01% |
2,241
+40
| +2% | +$12.4K |
|
479
Consolidated Edison
ED
$41.6B
| $686K | ﹤0.01% |
6,834
-490
| -7% | -$51.9K |
|
480
SB Financial Group
SBFG
$159M
| $680K | ﹤0.01% |
35,627
| – | – |
|
481
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
| $673K | ﹤0.01% |
8,400
| – | – |
|
|
CWBC
482
Community West Bancshares
CWBC
$691M
| $670K | ﹤0.01% |
34,358
| – | – |
|
483
IDEX
IEX
$16.5B
| $663K | ﹤0.01% |
3,778
| – | – |
|
484
Global X Uranium ETF
URA
$5.56B
| $656K | ﹤0.01% |
+16,898
| New | +$491K |
|
485
OFG Bancorp
OFG
$2.23B
| $647K | ﹤0.01% |
15,000
| – | – |
|
486
Pure Cycle
PCYO
$257M
| $646K | ﹤0.01% |
60,225
| – | – |
|
487
Zimmer Biomet
ZBH
$17.7B
| $645K | ﹤0.01% |
7,053
-324
| -4% | -$31.3K |
|
488
MVB Financial
MVBF
$376M
| $642K | ﹤0.01% |
28,500
| – | – |
|
489
Liberty Live Group Series A
LLYVA
$8.8B
| $627K | ﹤0.01% |
7,894
-1,221
| -13% | -$88.7K |
|
490
RUM Group Inc
RUM
$1.63B
| $627K | ﹤0.01% |
69,797
| – | – |
|
491
Vanguard Total World Stock ETF
VT
$76.6B
| $626K | ﹤0.01% |
4,871
+28
| +0.6% | +$3.35K |
|
492
Workday
WDAY
$33B
| $612K | ﹤0.01% |
+2,551
| New | +$621K |
|
493
VICI Properties
VICI
$29.4B
| $608K | ﹤0.01% |
+18,420
| New | +$586K |
|
494
Eversource Energy
ES
$28.1B
| $597K | ﹤0.01% |
9,382
| – | – |
|
495
Mueller Industries
MLI
$14.1B
| $596K | ﹤0.01% |
15,010
| – | – |
|
496
Compass Minerals
CMP
$1.25B
| $593K | ﹤0.01% |
29,500
| – | – |
|
497
Cigna
CI
$76B
| $581K | ﹤0.01% |
1,759
-28
| -2% | -$9.03K |
|
498
Pentair
PNR
$10.2B
| $581K | ﹤0.01% |
5,660
+22
| +0.4% | +$2.05K |
|
499
State Street Utilities Select Sector SPDR ETF
XLU
$24B
| $579K | ﹤0.01% |
14,172
+3,836
| +37% | +$153K |
|
|
BA.PRA
500
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.55B
| $574K | ﹤0.01% |
+8,445
| New | +$532K |
|
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SAM
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.