1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
-15.54%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$27.7B
AUM Growth
-$5.12B
(-16%)
Cap. Flow
+$1.25B
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
26.72%
Holding
794
New
114
Increased
248
Reduced
160
Closed
119
Top Buys
| 1 |
Amazon
AMZN
|
+$374M |
| 2 |
Eli Lilly
LLY
|
+$184M |
| 3 |
Costco
COST
|
+$168M |
| 4 |
Stryker
SYK
|
+$165M |
| 5 |
Adobe
ADBE
|
+$156M |
Top Sells
| 1 |
Bank of America
BAC
|
+$255M |
| 2 |
JPMorgan Chase
JPM
|
+$255M |
| 3 |
Moody's
MCO
|
+$205M |
| 4 |
Nike
NKE
|
+$202M |
| 5 |
Mastercard
MA
|
+$186M |
Sector Composition
| 1 | Financials | 21.54% |
| 2 | Technology | 15.97% |
| 3 | Healthcare | 11.7% |
| 4 | Consumer Discretionary | 8.44% |
| 5 | Industrials | 8.32% |
