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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
QDF icon
976
FlexShares Quality Dividend Index Fund
QDF
$2.21B
$52K ﹤0.01%
850
– –
SE icon
977
Sea Limited
SE
$61.2B
$52K ﹤0.01%
233
+50
+27% +$14.9K
VIVO
978
DELISTED
Meridian Bioscience Inc
VIVO
$52K ﹤0.01%
2,562
– –
CRSP icon
979
CRISPR Therapeutics
CRSP
$4.58B
$51K ﹤0.01%
684
-1,800
-72% -$157K
APA icon
980
APA Corp
APA
$12.8B
$50K ﹤0.01%
1,881
-665
-26% -$17.7K
CARM
981
DELISTED
Carisma Therapeutics
CARM
$50K ﹤0.01%
3,100
– –
PRU icon
982
Prudential Financial
PRU
$41.7B
$50K ﹤0.01%
463
– –
SEE
983
DELISTED
Sealed Air
SEE
$50K ﹤0.01%
753
-502
-40% -$31.2K
SU icon
984
Suncor Energy
SU
$77.7B
$50K ﹤0.01%
2,030
+280
+16% +$6.82K
SWKS icon
985
Skyworks Solutions
SWKS
$9.06B
$50K ﹤0.01%
+327
New +$52.3K
FPX icon
986
First Trust US Equity Opportunities ETF
FPX
$1.51B
$49K ﹤0.01%
403
– –
LILA icon
987
Liberty Latin America Class A
LILA
$1.51B
$49K ﹤0.01%
6,213
-171
-3% -$1.42K
DRIV icon
988
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$48K ﹤0.01%
+1,600
New +$48.1K
KGC icon
989
Kinross Gold
KGC
$28.5B
$47K ﹤0.01%
8,100
-6,600
-45% -$39.5K
AMD icon
990
Advanced Micro Devices
AMD
$851B
$46K ﹤0.01%
325
– –
BIV icon
991
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$46K ﹤0.01%
525
– –
BTT icon
992
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$46K ﹤0.01%
+1,780
New +$45.7K
ICLN icon
993
iShares Global Clean Energy ETF
ICLN
$2.38B
$46K ﹤0.01%
2,200
– –
NEA icon
994
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$46K ﹤0.01%
+3,000
New +$45.6K
SHW icon
995
Sherwin-Williams
SHW
$78.3B
$46K ﹤0.01%
+132
New +$42.7K
IWN icon
996
iShares Russell 2000 Value ETF
IWN
$14.4B
$45K ﹤0.01%
273
+48
+21% +$8K
PRNT icon
997
The 3D Printing ETF
PRNT
$58.6M
$45K ﹤0.01%
1,325
– –
ARKG icon
998
ARK Genomic Revolution ETF
ARKG
$1.51B
$44K ﹤0.01%
730
-20
-3% -$1.38K
INCY icon
999
Incyte
INCY
$23.5B
$44K ﹤0.01%
600
– –
PJAN icon
1000
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$44K ﹤0.01%
+1,345
New +$44.5K
38 39
40
41 42

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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.