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
301
$2.34M 0.01%
30,265
+19,671
302
$2.32M 0.01%
272,544
+1,990
303
$2.31M 0.01%
+67,600
304
$2.3M 0.01%
+88,600
305
$2.27M 0.01%
55,562
+49,496
306
$2.23M 0.01%
266,337
-30,941
307
$2.22M 0.01%
77,701
-39,424
308
$2.1M 0.01%
488,000
-25,500
309
$2.03M 0.01%
288,400
310
$2.02M 0.01%
5,533
+313
311
$2M 0.01%
130,000
+37,000
312
$1.99M 0.01%
+87,145
313
$1.9M 0.01%
127,912
+17,994
314
$1.9M 0.01%
+40,600
315
$1.81M 0.01%
90,352
+41,629
316
$1.77M 0.01%
+45,510
317
$1.77M 0.01%
75,100
+22,100
318
$1.74M 0.01%
+83,488
319
$1.7M 0.01%
176,000
-38,400
320
$1.67M 0.01%
25,200
-4,600
321
$1.55M 0.01%
101,000
-52,400
322
$1.53M 0.01%
106,481
+56,208
323
$1.52M 0.01%
156,112
-65,466
324
$1.5M 0.01%
22,063
-16,542
325
$1.43M 0.01%
+72,381
11 12
13
14 15