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
$30.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$208M
3
+$187M
4
LULU icon
lululemon athletica
LULU
+$184M
5
PGR icon
Progressive
PGR
+$110M

Top Sells

1
+$220M
2
+$198M
3
+$183M
4
LLY icon
Eli Lilly
LLY
+$159M
5
PANW icon
Palo Alto Networks
PANW
+$136M

Sector Composition

1 Financials 23.35%
2 Technology 14.29%
3 Healthcare 10.16%
4 Energy 9.79%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.52M 0.02%
144,609
-14,237
252
$7.46M 0.02%
+74,500
253
$7.16M 0.02%
59,586
-13,884
254
$7.06M 0.02%
77,690
+31,044
255
$7.01M 0.02%
+42,600
256
$6.98M 0.02%
195,000
-5,600
257
$6.91M 0.02%
23,596
-56,524
258
$6.91M 0.02%
89,563
259
$6.86M 0.02%
42,900
+4,700
260
$6.86M 0.02%
+82,000
261
$6.84M 0.02%
158,723
+153,557
262
$6.82M 0.02%
+200,000
263
$6.78M 0.02%
53,887
+21,870
264
$6.77M 0.02%
135,430
+134,858
265
$6.75M 0.02%
51,315
+48,094
266
$6.73M 0.02%
+125,000
267
$6.63M 0.02%
334,000
-89,436
268
$6.63M 0.02%
58,410
-1,500
269
$6.63M 0.02%
100,411
-150,400
270
$6.62M 0.02%
53,464
+42,411
271
$6.56M 0.02%
+120,300
272
$6.45M 0.02%
134,632
+134,162
273
$6.35M 0.02%
31,655
-1,851
274
$6.33M 0.02%
40,018
+33,118
275
$6.32M 0.02%
409,900
+151,900
9 10
11
12 13