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
$22.6B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$152M
3
+$144M
4
CRM icon
Salesforce
CRM
+$131M
5
VZ icon
Verizon
VZ
+$122M

Top Sells

1
+$288M
2
+$255M
3
+$156M
4
ENB icon
Enbridge
ENB
+$148M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$147M

Sector Composition

1 Financials 22.46%
2 Energy 12.99%
3 Communication Services 12.75%
4 Industrials 10.96%
5 Healthcare 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.66M 0.02%
+77,400
277
$3.66M 0.02%
+67,059
278
$3.43M 0.02%
1,549,400
+1,179,800
279
$3.4M 0.02%
+40,300
280
$3.27M 0.01%
78,600
-31,800
281
$3.27M 0.01%
+350,000
282
$3.22M 0.01%
275,000
283
$3.18M 0.01%
63,014
+4,824
284
$3.12M 0.01%
+113,900
285
$3.01M 0.01%
46,071
-930,665
286
$3.01M 0.01%
44,000
+3,500
287
$2.92M 0.01%
+64,600
288
$2.83M 0.01%
250,000
289
$2.8M 0.01%
63,399
-374,865
290
$2.7M 0.01%
110,663
291
$2.63M 0.01%
54,645
-4,474
292
$2.59M 0.01%
144
-70
293
$2.44M 0.01%
+53,500
294
$2.44M 0.01%
76,900
-13,300
295
$2.42M 0.01%
130,155
-949,431
296
$2.38M 0.01%
13,000
-4,500
297
$2.37M 0.01%
+13,000
298
$2.35M 0.01%
32,700
-1,160,640
299
$2.34M 0.01%
579,500
-73,000
300
$2.34M 0.01%
57,700
-18,200
10 11
12
13 14