1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+17.69%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$29.4B
AUM Growth
+$4.06B
(+16%)
Cap. Flow
+$393M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
25.09%
Holding
748
New
103
Increased
187
Reduced
223
Closed
115
Top Buys
| 1 |
Ulta Beauty
ULTA
|
+$192M |
| 2 |
Mastercard
MA
|
+$186M |
| 3 |
Abbott
ABT
|
+$144M |
| 4 |
Progressive
PGR
|
+$140M |
| 5 |
Palo Alto Networks
PANW
|
+$128M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$180M |
| 2 |
UnitedHealth
UNH
|
+$136M |
| 3 |
Illumina
ILMN
|
+$118M |
| 4 |
ABMD
Abiomed Inc
ABMD
|
+$106M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$87.2M |
Sector Composition
| 1 | Financials | 22.8% |
| 2 | Technology | 14.18% |
| 3 | Energy | 10.58% |
| 4 | Healthcare | 9.24% |
| 5 | Communication Services | 8.65% |
