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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14.2M 0.03%
309,913
-987,977
277
$14.2M 0.03%
99,772
+44,347
278
$14.1M 0.03%
80,819
-215,722
279
$14M 0.02%
118,090
-13,469
280
$13.9M 0.02%
252,800
281
$13.9M 0.02%
398,335
-789,595
282
$13.7M 0.02%
34,816
-103,346
283
$13.2M 0.02%
36,396
+18,960
284
$13.2M 0.02%
694,044
+178,977
285
$12.9M 0.02%
119,400
+21,300
286
$12.9M 0.02%
1,301,282
+441,073
287
$12.9M 0.02%
86,671
+4,907
288
$12.9M 0.02%
223,498
-42,721
289
$12.9M 0.02%
292,490
+3,990
290
$12.6M 0.02%
108,905
+564
291
$12.5M 0.02%
106,500
+102,319
292
$12.3M 0.02%
116,309
-4,100
293
$12.2M 0.02%
+106,500
294
$12M 0.02%
715,457
+159,349
295
$11.9M 0.02%
45,200
+18,800
296
$11.8M 0.02%
52,450
-1,094
297
$11.8M 0.02%
50,007
-1,791
298
$11.6M 0.02%
+115,100
299
$11.6M 0.02%
89,826
+27,374
300
$11.5M 0.02%
+35,200
10 11
12
13 14