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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
CYBR
1176
DELISTED
CyberArk
CYBR
$17K ﹤0.01%
100
– –
EA icon
1177
Electronic Arts
EA
$52.4B
$17K ﹤0.01%
129
– –
HII icon
1178
Huntington Ingalls Industries
HII
$11.3B
$17K ﹤0.01%
94
– –
JBHT icon
1179
JB Hunt Transport Services
JBHT
$27.1B
$17K ﹤0.01%
86
– –
NEAR icon
1180
iShares Short Maturity Bond ETF
NEAR
$4.8B
$17K ﹤0.01%
350
– –
SCHA icon
1181
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$17K ﹤0.01%
+684
New +$17.7K
AXU
1182
DELISTED
Alexco Resource Corp
AXU
$17K ﹤0.01%
10,000
– –
ACC
1183
DELISTED
American Campus Communities, Inc.
ACC
$17K ﹤0.01%
300
– –
AMX icon
1184
America Movil
AMX
$78.1B
$16K ﹤0.01%
800
– –
AVTR icon
1185
Avantor
AVTR
$7.81B
$16K ﹤0.01%
400
– –
CINF icon
1186
Cincinnati Financial
CINF
$28.3B
$16K ﹤0.01%
142
-132
-48% -$15.6K
DSL
1187
DoubleLine Income Solutions Fund
DSL
$1.21B
$16K ﹤0.01%
1,000
– –
EWH icon
1188
iShares MSCI Hong Kong ETF
EWH
$1.22B
$16K ﹤0.01%
718
– –
HMY icon
1189
Harmony Gold Mining
HMY
$9.92B
$16K ﹤0.01%
4,000
-4,000
-50% -$15.3K
NVST icon
1190
Envista
NVST
$4.28B
$16K ﹤0.01%
370
– –
RACE icon
1191
Ferrari
RACE
$63.3B
$16K ﹤0.01%
64
– –
SAM icon
1192
Boston Beer
SAM
$1.88B
$16K ﹤0.01%
33
– –
SILJ icon
1193
Amplify Junior Silver Miners ETF
SILJ
$3.27B
$16K ﹤0.01%
1,300
– –
TRGP icon
1194
Targa Resources
TRGP
$60.4B
$16K ﹤0.01%
310
– –
VICI icon
1195
VICI Properties
VICI
$29.4B
$16K ﹤0.01%
543
– –
XLC icon
1196
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$16K ﹤0.01%
218
-600
-73% -$47.4K
XLRE icon
1197
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$16K ﹤0.01%
318
– –
BMBL icon
1198
Bumble
BMBL
$367M
$15K ﹤0.01%
450
-3,325
-88% -$141K
BRO icon
1199
Brown & Brown
BRO
$22.9B
$15K ﹤0.01%
218
– –
LGND icon
1200
Ligand Pharmaceuticals
LGND
$6.02B
$15K ﹤0.01%
160
– –
46 47
48
49 50

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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.