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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
IWS icon
951
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$60K ﹤0.01%
496
– –
PPL
952
PPL Corp
PPL
$27.3B
$60K ﹤0.01%
2,022
+1
+0% +$29
TENB icon
953
Tenable Holdings
TENB
$3.56B
$60K ﹤0.01%
1,100
– –
CSQ icon
954
Calamos Strategic Total Return Fund
CSQ
$3.21B
$59K ﹤0.01%
3,100
– –
OEF icon
955
iShares S&P 100 ETF
OEF
$19.8B
$59K ﹤0.01%
271
– –
SSTI icon
956
SoundThinking
SSTI
$107M
$59K ﹤0.01%
2,000
+675
+51% +$23.7K
AEM icon
957
Agnico Eagle Mines
AEM
$72.6B
$58K ﹤0.01%
1,100
-300
-21% -$15.9K
BBY icon
958
Best Buy
BBY
$18B
$57K ﹤0.01%
566
– –
ALX
959
Alexander's
ALX
$1.4B
$56K ﹤0.01%
217
– –
LQD icon
960
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$56K ﹤0.01%
424
-29
-6% -$3.85K
CHRS icon
961
Coherus Oncology
CHRS
$217M
$55K ﹤0.01%
3,500
– –
HAIL icon
962
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20.9M
$55K ﹤0.01%
1,000
– –
TCMD icon
963
Tactile Systems Technology
TCMD
$620M
$55K ﹤0.01%
2,906
– –
SIEN
964
DELISTED
Sientra, Inc.
SIEN
$55K ﹤0.01%
1,503
– –
NUAN
965
DELISTED
Nuance Communications, Inc.
NUAN
$55K ﹤0.01%
1,000
-7,725
-89% -$426K
COIN icon
966
Coinbase
COIN
$41.7B
$54K ﹤0.01%
217
– –
SNT
967
Senstar Technologies
SNT
$41.1M
$54K ﹤0.01%
18,225
– –
ISBC
968
DELISTED
Investors Bancorp, Inc.
ISBC
$54K ﹤0.01%
3,630
+1
+0% +$15
DXCM icon
969
DexCom
DXCM
$27.6B
$53K ﹤0.01%
400
– –
SEIC icon
970
SEI Investments
SEIC
$11.9B
$53K ﹤0.01%
871
– –
COHR
971
DELISTED
Coherent Inc
COHR
$53K ﹤0.01%
200
– –
CPNG icon
972
Coupang
CPNG
$27.8B
$52K ﹤0.01%
1,800
-2,000
-53% -$56.3K
FE icon
973
FirstEnergy
FE
$28.9B
$52K ﹤0.01%
1,272
– –
JD icon
974
JD.com
JD
$40.8B
$52K ﹤0.01%
750
– –
PAYC icon
975
Paycom
PAYC
$6.78B
$52K ﹤0.01%
127
– –
37 38
39
40 41

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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.