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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.5M 0.01%
103,059
-396,985
302
$12.9M 0.01%
136,641
-32,414
303
$12.7M 0.01%
58,132
-4,634
304
$12.6M 0.01%
491,667
+51,001
305
$12.4M 0.01%
164,623
+161,223
306
$12.1M 0.01%
286,754
-200,791
307
$11.8M 0.01%
81,112
-500
308
$11.8M 0.01%
22,405
-855
309
$11.6M 0.01%
610,140
+513,239
310
$11.3M 0.01%
71,948
+15,383
311
$11.1M 0.01%
59,824
+4,000
312
$10.9M 0.01%
33,351
-10,649
313
$10.9M 0.01%
438,289
+36,811
314
$10.9M 0.01%
452,115
+458
315
$10.9M 0.01%
1,285,270
+64,570
316
$10.8M 0.01%
369,128
-101,106
317
$10.4M 0.01%
61,472
+3,099
318
$10.3M 0.01%
60,220
-704
319
$10.3M 0.01%
44,594
+82
320
$10.1M 0.01%
103,775
-77
321
$10.1M 0.01%
40,256
-8,045
322
$9.93M 0.01%
40,128
-3,501
323
$9.82M 0.01%
43,418
+4,003
324
$9.63M 0.01%
38,487
+30,148
325
$9.61M 0.01%
+138,900
11 12
13
14 15