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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
FSEA icon
501
First Seacoast Bancorp
FSEA
$79.4M
$570K ﹤0.01%
50,000
– –
STE icon
502
Steris
STE
$21B
$569K ﹤0.01%
2,370
– –
IMCV icon
503
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.13B
$565K ﹤0.01%
7,438
– –
SCHX icon
504
Schwab US Large- Cap ETF
SCHX
$71.3B
$565K ﹤0.01%
23,106
– –
GWW icon
505
W.W. Grainger
GWW
$65B
$562K ﹤0.01%
540
– –
TT icon
506
Trane Technologies
TT
$107B
$556K ﹤0.01%
1,271
+22
+2% +$8.68K
APG icon
507
APi Group
APG
$17.2B
$555K ﹤0.01%
16,301
– –
CSGP icon
508
CoStar Group
CSGP
$11.3B
$550K ﹤0.01%
6,847
– –
GD icon
509
General Dynamics
GD
$104B
$550K ﹤0.01%
1,887
– –
TRUP icon
510
Trupanion
TRUP
$1.06B
$550K ﹤0.01%
9,930
+93
+0.9% +$4.12K
FPH icon
511
Five Point Holdings
FPH
$385M
$545K ﹤0.01%
99,150
– –
FISV
512
Fiserv Inc
FISV
$27.3B
$545K ﹤0.01%
3,160
-75
-2% -$13.6K
PFF icon
513
iShares Preferred and Income Securities ETF
PFF
$13.2B
$544K ﹤0.01%
17,745
– –
MCK icon
514
McKesson
MCK
$98.2B
$536K ﹤0.01%
731
+10
+1% +$7.06K
HTH icon
515
Hilltop Holdings
HTH
$2.35B
$531K ﹤0.01%
17,500
– –
AKR icon
516
Acadia Realty Trust
AKR
$2.98B
$531K ﹤0.01%
28,271
– –
VCSH icon
517
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$529K ﹤0.01%
+6,652
New +$524K
KRE icon
518
State Street SPDR S&P Regional Banking ETF
KRE
$4.89B
$529K ﹤0.01%
8,900
-125
-1% -$6.96K
DGRO icon
519
iShares Core Dividend Growth ETF
DGRO
$42.6B
$528K ﹤0.01%
8,259
-2
-0% -$122
GEHC icon
520
GE HealthCare
GEHC
$27.8B
$525K ﹤0.01%
7,091
+1,727
+32% +$120K
YORW icon
521
York Water
YORW
$503M
$522K ﹤0.01%
16,400
-1,000
-6% -$33.4K
EXC icon
522
Exelon
EXC
$48.4B
$521K ﹤0.01%
11,993
+4,000
+50% +$178K
BWXT icon
523
BWX Technologies
BWXT
$16.2B
$519K ﹤0.01%
3,600
– –
OPBK icon
524
OP Bancorp
OPBK
$238M
$517K ﹤0.01%
39,804
– –
LARK icon
525
Landmark Bancorp
LARK
$188M
$516K ﹤0.01%
20,475
-2,224
-10% -$59.5K
19 20
21
22 23

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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.