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
$59.3B
AUM Growth
+$32.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$945M
3
+$800M
4
TD icon
Toronto Dominion Bank
TD
+$775M
5
BNS icon
Scotiabank
BNS
+$735M

Top Sells

1
+$10.1M
2
+$5.28M
3
+$718K
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$143K
5
DVY icon
iShares Select Dividend ETF
DVY
+$125K

Sector Composition

1 Financials 20.93%
2 Technology 11.15%
3 Healthcare 10.56%
4 Industrials 10.51%
5 Energy 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.7M 0.03%
79,346
302
$20.5M 0.03%
108,411
+32,311
303
$20.4M 0.03%
348,302
+329,264
304
$20.2M 0.03%
414,000
+375,000
305
$20M 0.03%
2,585,500
+525,000
306
$19.9M 0.03%
962,788
+455,633
307
$19.9M 0.03%
898,690
+534,395
308
$19.2M 0.03%
2,433,758
+1,008,272
309
$18.9M 0.03%
490,900
+244,300
310
$18.8M 0.03%
482,659
+122,348
311
$18.8M 0.03%
86,300
312
$18.6M 0.03%
1,871,529
313
$18.5M 0.03%
294,100
314
$18.5M 0.03%
319,650
+56,850
315
$17.9M 0.03%
109,200
+43,600
316
$17.8M 0.03%
430,372
+171,239
317
$17.7M 0.03%
476,353
+463,223
318
$17.4M 0.03%
+492,300
319
$17.4M 0.03%
+275,400
320
$17.2M 0.03%
118,000
+65,600
321
$17.1M 0.03%
241,994
322
$16.1M 0.03%
800,000
+400,000
323
$16M 0.03%
+1,130,900
324
$15.7M 0.03%
337,114
-325
325
$15.7M 0.03%
280,828
+1,000
11 12
13
14 15