1832 Asset Management

1832 Asset Management Portfolio holdings

AUM $59.1B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28.4M 0.02%
160,231
-26
227
$28.2M 0.02%
550,740
+10,688
228
$28.2M 0.02%
1,354,097
+467,535
229
$28.1M 0.02%
1,431,356
+1,008,956
230
$27.7M 0.02%
801,808
-2,732
231
$27.4M 0.02%
335,924
-455,725
232
$27.2M 0.02%
647,575
-13,897
233
$27.2M 0.02%
239,626
+181,371
234
$27M 0.02%
1,188,015
+46,166
235
$26.8M 0.02%
992,700
+42,700
236
$26.7M 0.02%
340,986
+9,982
237
$26.7M 0.02%
+79,968
238
$25.9M 0.02%
510,622
-243,523
239
$25.8M 0.02%
1,366,567
+840,167
240
$25.7M 0.02%
1,200,000
241
$25.6M 0.02%
155,485
+124,021
242
$25.3M 0.02%
121,487
+4,783
243
$24.7M 0.01%
137,102
+56,736
244
$24.4M 0.01%
141,819
-9,770
245
$24M 0.01%
41,911
-184,335
246
$23.4M 0.01%
92,900
+44,200
247
$23.4M 0.01%
1,322,381
+423,824
248
$23.3M 0.01%
35,912
-10,384
249
$23.2M 0.01%
1,049,815
-5,903
250
$23.2M 0.01%
+230,550
8 9
10
11 12