1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+4.93%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$29.5B
AUM Growth
+$2.39B
(+8.8%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
764
New
94
Increased
224
Reduced
207
Closed
96
Top Buys
| 1 |
UnitedHealth
UNH
|
$203M |
| 2 |
Royal Bank of Canada
RY
|
$198M |
| 3 |
Brookfield
BN
|
$127M |
| 4 |
Canadian Natural Resources
CNQ
|
$126M |
| 5 |
Suncor Energy
SU
|
$118M |
Top Sells
| 1 |
PPG Industries
PPG
|
$194M |
| 2 |
Verizon
VZ
|
$158M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$137M |
| 4 |
RTN
Raytheon Company
RTN
|
$128M |
| 5 |
Starbucks
SBUX
|
$122M |
Sector Composition
| 1 | Financials | 25.07% |
| 2 | Technology | 12.22% |
| 3 | Energy | 10.84% |
| 4 | Industrials | 10.64% |
| 5 | Healthcare | 9.96% |
