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First Manhattan Portfolio holdings
AUM
$36.1B
1-Year Est. Return
11.5%
This Fund
S&P 500
This Quarter
Est. Return
+6.37%
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
$35.4B
AUM Growth
+$1.14B
(+3.3%)
Cap. Flow
+$304M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
57.13%
Holding
724
New
46
Increased
188
Reduced
304
Closed
26
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ANSS
Ansys
ANSS
|
+$208M |
| 2 |
AMRZ
Amrize Ltd
AMRZ
|
+$119M |
| 3 |
Amazon
AMZN
|
+$101M |
| 4 |
UnitedHealth
UNH
|
+$93.7M |
| 5 |
Salesforce
CRM
|
+$90M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$157M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$136M |
| 3 |
Take-Two Interactive
TTWO
|
+$88.7M |
| 4 |
Fortive
FTV
|
+$79.7M |
| 5 |
Oracle
ORCL
|
+$70.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 44.67% |
| 2 | Technology | 22.14% |
| 3 | Consumer Discretionary | 7.54% |
| 4 | Communication Services | 5.73% |
| 5 | Healthcare | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRSH
201
Marsh
MRSH
$84.2B
| $6.16M | 0.02% |
28,168
+3,916
| +16% | +$884K |
|
202
NiSource
NI
$22.4B
| $6.16M | 0.02% |
152,613
-6,722
| -4% | -$264K |
|
203
Caleres
CAL
$392M
| $6.11M | 0.02% |
500,310
-60,033
| -11% | -$900K |
|
204
Ameren
AEE
$31.3B
| $6.05M | 0.02% |
62,967
-975
| -2% | -$94.7K |
|
205
Vanguard Small-Cap Value ETF
VBR
$36.8B
| $6M | 0.02% |
30,635
+164
| +0.5% | +$30.4K |
|
206
iShares Core US Aggregate Bond ETF
AGG
$137B
| $5.87M | 0.02% |
+59,125
| New | +$5.79M |
|
207
Evergy
EVRG
$20B
| $5.86M | 0.02% |
85,012
-5,507
| -6% | -$370K |
|
208
Deere & Co
DE
$165B
| $5.8M | 0.02% |
11,379
+7
| +0.1% | +$3.43K |
|
209
Capital Southwest
CSWC
$1.46B
| $5.71M | 0.02% |
258,986
-28,150
| -10% | -$580K |
|
210
Essential Utilities
WTRG
$11.2B
| $5.67M | 0.02% |
152,621
-2,000
| -1% | -$77.9K |
|
211
Chevron
CVX
$387B
| $5.64M | 0.02% |
39,423
-2,141
| -5% | -$302K |
|
212
Cisco
CSCO
$444B
| $5.64M | 0.02% |
81,267
+27,806
| +52% | +$1.71M |
|
213
Novartis
NVS
$297B
| $5.55M | 0.02% |
45,848
-3,612
| -7% | -$407K |
|
214
Meridian
MRBK
$235M
| $5.54M | 0.02% |
430,071
-2,000
| -0.5% | -$26.4K |
|
215
SiriusXM
SIRI
$10.1B
| $5.42M | 0.02% |
235,892
-75,334
| -24% | -$1.62M |
|
216
Lam Research
LRCX
$400B
| $5.32M | 0.02% |
54,536
+46,985
| +622% | +$3.73M |
|
217
Esquire Financial Holdings
ESQ
$1B
| $5.27M | 0.01% |
55,655
-1,224
| -2% | -$106K |
|
218
NN Inc
NNBR
$264M
| $5.25M | 0.01% |
2,500,000
+575,000
| +30% | +$1.15M |
|
219
Idacorp
IDA
$8.28B
| $5.2M | 0.01% |
45,035
-935
| -2% | -$108K |
|
220
Vanguard Russell 1000 ETF
VONE
$8.18B
| $5.1M | 0.01% |
18,176
-80
| -0.4% | -$20.8K |
|
221
Booking.com
BKNG
$134B
| $5.05M | 0.01% |
21,800
-2,275
| -9% | -$466K |
|
222
CSX Corp
CSX
$97.8B
| $5.05M | 0.01% |
154,614
-168
| -0.1% | -$5.06K |
|
223
Regency Centers
REG
$14.9B
| $5.01M | 0.01% |
69,604
-8,348
| -11% | -$597K |
|
224
Altria Group
MO
$120B
| $4.89M | 0.01% |
82,056
-13,948
| -15% | -$819K |
|
|
HTO
225
H2O America
HTO
$2.67B
| $4.88M | 0.01% |
93,938
-6,264
| -6% | -$333K |
|
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SAM
First Manhattan's Q2 2025 Portfolio in Review
As of Q2 2025, First Manhattan held 724 positions worth $35.4B, up 3.3% from $34.3B the previous quarter. Its ten largest holdings account for 57% of the portfolio.
First Manhattan's Q2 2025 filing shows 46 new, 188 increased, 304 reduced and 26 closed positions. Its largest new stake was Amrize Ltd: 2,364,164 shares worth $117M. The largest sale was Apple, an estimated $157M.
By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 48% a quarter earlier, followed by Technology and Consumer Discretionary.
- First Manhattan's largest Q2 2025 buy was Amrize Ltd: 2,364,164 shares worth $117M.
- First Manhattan added most to Ansys in Q2 2025, an estimated $208M increase.
- First Manhattan's biggest Q2 2025 reduction was Apple, cutting an estimated $157M.
- First Manhattan fully exited Spirit AeroSystems in Q2 2025, selling an estimated $6.85M.
- First Manhattan's ten largest holdings make up 57% of its $35.4B portfolio in Q2 2025.
- First Manhattan opened 46 new positions and closed 26 in Q2 2025.
- First Manhattan's portfolio value rose 3.3% quarter-over-quarter to $35.4B.
Based on First Manhattan's 13F filing for Q2 2025, filed 14 Aug 2025.