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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
NEXT icon
626
NextDecade
NEXT
$1.85B
$230K ﹤0.01%
29,550
– –
XPO icon
627
XPO
XPO
$25B
$227K ﹤0.01%
2,106
-102
-5% -$13K
TGB
628
Trekor Metals
TGB
$2.56B
$224K ﹤0.01%
100,000
– –
FLOT icon
629
iShares Floating Rate Bond ETF
FLOT
$10.1B
$224K ﹤0.01%
4,387
+167
+4% +$8.52K
MCHP icon
630
Microchip Technology
MCHP
$42.8B
$222K ﹤0.01%
4,579
-970
-17% -$54K
AVD icon
631
American Vanguard Corp
AVD
$73.5M
$220K ﹤0.01%
+50,000
New +$255K
O icon
632
Realty Income
O
$61.2B
$218K ﹤0.01%
3,754
-402
-10% -$22.3K
ATR icon
633
AptarGroup
ATR
$8.45B
$217K ﹤0.01%
1,462
-50
-3% -$7.53K
AVY icon
634
Avery Dennison
AVY
$12.3B
$216K ﹤0.01%
1,216
– –
EXR icon
635
Extra Space Storage
EXR
$31.2B
$216K ﹤0.01%
1,457
-46
-3% -$6.98K
LHX icon
636
L3Harris
LHX
$55.9B
$216K ﹤0.01%
1,030
-254
-20% -$53.2K
DGRW icon
637
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$213K ﹤0.01%
2,662
– –
AOS icon
638
A.O. Smith
AOS
$8.38B
$212K ﹤0.01%
3,246
-346
-10% -$23.4K
DFS
639
DELISTED
Discover Financial Services
DFS
$210K ﹤0.01%
+1,233
New +$226K
DFAS icon
640
Dimensional US Small Cap ETF
DFAS
$15.2B
$207K ﹤0.01%
3,469
– –
ONON icon
641
On Holding
ONON
$11.9B
$206K ﹤0.01%
4,700
– –
VOOG icon
642
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$206K ﹤0.01%
3,702
– –
AEP icon
643
American Electric Power
AEP
$73.7B
$204K ﹤0.01%
+1,871
New +$190K
ALDX icon
644
Aldeyra Therapeutics
ALDX
$91.7M
$200K ﹤0.01%
34,745
– –
NOV icon
645
NOV
NOV
$7.45B
$198K ﹤0.01%
12,995
– –
UE icon
646
Urban Edge Properties
UE
$2.94B
$196K ﹤0.01%
10,317
– –
USCB icon
647
USCB Financial Holdings
USCB
$396M
$186K ﹤0.01%
10,000
– –
KW
648
DELISTED
Kennedy-Wilson Holdings
KW
$163K ﹤0.01%
18,500
– –
XRAY icon
649
Dentsply Sirona
XRAY
$2.59B
$159K ﹤0.01%
+10,525
New +$186K
UG icon
650
United-Guardian
UG
$35M
$153K ﹤0.01%
17,062
– –
24 25
26
27 28

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SAM
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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.