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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
KSS icon
1351
Kohl's
KSS
$2.03B
$5K ﹤0.01%
118
– –
LCID icon
1352
Lucid Motors
LCID
$2.46B
$5K ﹤0.01%
+15
New +$5.65K
LDTC
1353
DELISTED
LeddarTech
LDTC
$5K ﹤0.01%
1,200
– –
OPEN icon
1354
Opendoor
OPEN
$3.69B
$5K ﹤0.01%
413
– –
OTLY
1355
Oatly Group
OTLY
$417M
$5K ﹤0.01%
36
– –
PBI icon
1356
Pitney Bowes
PBI
$2.42B
$5K ﹤0.01%
900
– –
PDBC icon
1357
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$5K ﹤0.01%
+391
New +$7.69K
RGTI icon
1358
Rigetti Computing
RGTI
$4.7B
$5K ﹤0.01%
+500
New +$5.22K
SCZ icon
1359
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$5K ﹤0.01%
71
– –
TWLO icon
1360
Twilio
TWLO
$29.1B
$5K ﹤0.01%
21
+11
+110% +$3.29K
USXF icon
1361
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$5K ﹤0.01%
150
– –
UTF icon
1362
Cohen & Steers Infrastructure Fund
UTF
$3.14B
$5K ﹤0.01%
204
– –
ZEPP
1363
Zepp Health
ZEPP
$71.9M
$5K ﹤0.01%
250
– –
IRNT
1364
DELISTED
IronNet, Inc.
IRNT
$5K ﹤0.01%
1,200
– –
SVFA
1365
DELISTED
SVF Investment Corp. Class A Ordinary Shares
SVFA
$5K ﹤0.01%
500
– –
EPHY
1366
DELISTED
Epiphany Technology Acquisition Corp. Class A Common Stock
EPHY
$5K ﹤0.01%
600
– –
POSH
1367
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
$5K ﹤0.01%
300
– –
LMACU
1368
DELISTED
Liberty Media Acquisition Corporation Unit
LMACU
$5K ﹤0.01%
500
– –
CRU
1369
DELISTED
Crucible Acquisition Corporation
CRU
$5K ﹤0.01%
600
– –
RBAC.U
1370
DELISTED
RedBall Acquisition Corp. Units, each consisting of one Class A ordinary share and one-third of one
RBAC.U
$5K ﹤0.01%
500
– –
ADCT icon
1371
ADC Therapeutics
ADCT
$146M
$4K ﹤0.01%
200
– –
BGC icon
1372
BGC Group
BGC
$5.58B
$4K ﹤0.01%
1,000
– –
BUR icon
1373
Burford Capital
BUR
$907M
$4K ﹤0.01%
450
– –
BWA icon
1374
BorgWarner
BWA
$13.2B
$4K ﹤0.01%
+114
New +$4.58K
BWG
1375
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$129M
$4K ﹤0.01%
350
– –
53 54
55
56 57

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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.