We are live on ! Find out more
First Manhattan

First Manhattan Portfolio holdings

AUM $36.1B
1-Year Est. Return 11.5%
This Fund
S&P 500
This Quarter Est. Return
+10.82%
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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
+$437M
Cap. Flow %
1.44%
Top 10 Hldgs %
56.71%
Holding
1,766
New
104
Increased
312
Reduced
362
Closed
118

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$255M
2
ABBV icon
AbbVie
ABBV
+$32.9M
3
PDD icon
Pinduoduo
PDD
+$31.4M
4
ABT icon
Abbott
ABT
+$30.8M
5
AMZN icon
Amazon
AMZN
+$25.2M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$70.1M
2
BUD icon
AB InBev
BUD
+$20.6M
3
AAPL icon
Apple
AAPL
+$16.8M
4
CAR icon
Avis
CAR
+$16.7M
5
MSFT icon
Microsoft
MSFT
+$14.1M

Sector Composition

Rank Sector Weight
1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTD icon
876
Trade Desk
TTD
$8.13B
$91K ﹤0.01%
1,000
– –
VIOO icon
877
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
$89K ﹤0.01%
850
– –
XLP icon
878
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$88K ﹤0.01%
1,147
– –
LW icon
879
Lamb Weston
LW
$6.82B
$87K ﹤0.01%
1,387
– –
SLG icon
880
SL Green Realty
SLG
$3.88B
$87K ﹤0.01%
1,189
-36
-3% -$2.65K
MT icon
881
ArcelorMittal
MT
$50.4B
$86K ﹤0.01%
2,716
– –
SHOP icon
882
Shopify
SHOP
$148B
$86K ﹤0.01%
630
– –
GHC icon
883
Graham Holdings Company
GHC
$4.97B
$85K ﹤0.01%
136
-31
-19% -$18.3K
UAA icon
884
Under Armour
UAA
$3B
$85K ﹤0.01%
4,015
– –
CBAY
885
DELISTED
Cymabay Therapeutics
CBAY
$84K ﹤0.01%
25,000
– –
DNA icon
886
Ginkgo Bioworks
DNA
$481M
$83K ﹤0.01%
+250
New +$119K
SSD icon
887
Simpson Manufacturing
SSD
$7.98B
$83K ﹤0.01%
600
– –
XLNX
888
DELISTED
Xilinx Inc
XLNX
$83K ﹤0.01%
393
– –
JKHY icon
889
Jack Henry & Associates
JKHY
$10.7B
$80K ﹤0.01%
483
– –
IMV
890
DELISTED
IMV Inc. Common Shares
IMV
$80K ﹤0.01%
6,637
– –
DOCU
891
DocuSign
DOCU
$9.63B
$79K ﹤0.01%
525
-650
-55% -$148K
MYD
892
DELISTED
BlackRock MuniYield Fund
MYD
$79K ﹤0.01%
5,424
+1
+0% +$15
NXPI icon
893
NXP Semiconductors
NXPI
$68B
$79K ﹤0.01%
348
-60
-15% -$12.8K
MTTR
894
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$79K ﹤0.01%
3,850
+1,550
+67% +$35.5K
COPX icon
895
Global X Copper Miners ETF NEW
COPX
$7.13B
$78K ﹤0.01%
2,125
-2,350
-53% -$86.1K
AOUT icon
896
American Outdoor Brands
AOUT
$162M
$77K ﹤0.01%
3,868
– –
HEI.A icon
897
HEICO Corp Class A
HEI.A
$35.4B
$77K ﹤0.01%
600
– –
INMD icon
898
InMode
INMD
$872M
$77K ﹤0.01%
1,100
– –
TXT icon
899
Textron
TXT
$16.6B
$77K ﹤0.01%
1,000
– –
EAT icon
900
Brinker International
EAT
$8.02B
$76K ﹤0.01%
+2,100
New +$86.8K
34 35
36
37 38

Similar funds

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

First Manhattan's Q4 2021 Portfolio in Review

As of Q4 2021, First Manhattan held 1,766 positions worth $30.3B, up 12% from $27.1B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

First Manhattan's Q4 2021 filing shows 104 new, 312 increased, 362 reduced and 118 closed positions. Its largest new stake was Pinduoduo: 397,770 shares worth $23.2M. The largest sale was Alibaba, an estimated $70.1M.

By sector, the portfolio is most concentrated in Financials at 41% of assets, down from 42% a quarter earlier, followed by Technology and Healthcare.

  • First Manhattan's largest Q4 2021 buy was Pinduoduo: 397,770 shares worth $23.2M.
  • First Manhattan added most to Berkshire Hathaway Class A in Q4 2021, an estimated $255M increase.
  • First Manhattan's biggest Q4 2021 reduction was Alibaba, cutting an estimated $70.1M.
  • First Manhattan fully exited Pacific Mercantile Bancorp in Q4 2021, selling an estimated $2.57M.
  • First Manhattan's ten largest holdings make up 57% of its $30.3B portfolio in Q4 2021.
  • First Manhattan opened 104 new positions and closed 118 in Q4 2021.
  • First Manhattan's portfolio value rose 12% quarter-over-quarter to $30.3B.

Based on First Manhattan's 13F filing for Q4 2021, filed 14 Feb 2022.