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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
+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
AJG icon
926
Arthur J. Gallagher & Co
AJG
$63.7B
$66K ﹤0.01%
394
+388
+6,467% +$63.4K
BBWI icon
927
Bath & Body Works
BBWI
$4.01B
$66K ﹤0.01%
+950
New +$67.4K
HEI icon
928
HEICO Corp
HEI
$48.9B
$66K ﹤0.01%
464
– –
QYLD icon
929
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$66K ﹤0.01%
3,000
+2,000
+200% +$45.1K
SOR
930
Source Capital
SOR
$369M
$66K ﹤0.01%
1,543
– –
WHR icon
931
Whirlpool
WHR
$2.42B
$66K ﹤0.01%
285
– –
MGK icon
932
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$65K ﹤0.01%
1,250
– –
BNDX icon
933
Vanguard Total International Bond ETF
BNDX
$82B
$64K ﹤0.01%
1,173
+979
+505% +$55.6K
BYND icon
934
Beyond Meat
BYND
$288M
$64K ﹤0.01%
987
-930
-49% -$79.1K
DCOM icon
935
Dime Commercial Bancshares
DCOM
$1.75B
$64K ﹤0.01%
1,830
+13
+0.7% +$457
DFS
936
DELISTED
Discover Financial Services
DFS
$64K ﹤0.01%
558
– –
FNDE icon
937
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$64K ﹤0.01%
2,083
+83
+4% +$2.65K
IXN icon
938
iShares Global Tech ETF
IXN
$8.7B
$64K ﹤0.01%
996
-48
-5% -$2.95K
MDY icon
939
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$64K ﹤0.01%
125
– –
SONY icon
940
Sony
SONY
$123B
$64K ﹤0.01%
2,560
– –
KIM icon
941
Kimco Realty
KIM
$17.6B
$63K ﹤0.01%
2,584
– –
MUB icon
942
iShares National Muni Bond ETF
MUB
$45.1B
$63K ﹤0.01%
550
– –
BSCQ icon
943
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$62K ﹤0.01%
+2,944
New +$62.4K
LSTR icon
944
Landstar System
LSTR
$6.8B
$62K ﹤0.01%
351
– –
TGNA
945
DELISTED
TEGNA Inc
TGNA
$62K ﹤0.01%
3,366
-100
-3% -$2K
EXPD icon
946
Expeditors International
EXPD
$22.9B
$61K ﹤0.01%
460
– –
UFI icon
947
UNIFI
UFI
$117M
$61K ﹤0.01%
2,666
– –
BCOV
948
DELISTED
Brightcove, Inc.
BCOV
$61K ﹤0.01%
6,000
+3,500
+140% +$36.9K
TMX
949
DELISTED
Terminix Global Holdings, Inc.
TMX
$61K ﹤0.01%
1,370
– –
FUN icon
950
Cedar Fair
FUN
$1.78B
$60K ﹤0.01%
1,200
– –
36 37
38
39 40

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SAM
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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.