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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.65M 0.02%
206,622
-147,027
327
$8.65M 0.02%
222,314
328
$8.61M 0.02%
250,593
329
$8.48M 0.02%
78,825
-266,570
330
$8.41M 0.01%
429,109
-188
331
$8.31M 0.01%
422,044
332
$8.28M 0.01%
48,265
+2,356
333
$8.17M 0.01%
125,407
-2,922
334
$8.09M 0.01%
141,365
-1,936
335
$7.99M 0.01%
23,327
-8,041
336
$7.87M 0.01%
8,525
-1,000
337
$7.82M 0.01%
15,821
-64,335
338
$7.62M 0.01%
86,317
-737,582
339
$7.44M 0.01%
58,150
+6,851
340
$7.38M 0.01%
136,189
+507
341
$7.36M 0.01%
81,188
+1,580
342
$7.26M 0.01%
34,693
+4,834
343
$7.26M 0.01%
479,000
-15,300
344
$7.09M 0.01%
49,158
+3,070
345
$7.04M 0.01%
23,214
-176,080
346
$6.97M 0.01%
123,069
+67,569
347
$6.87M 0.01%
14,246
-3,683
348
$6.75M 0.01%
29,200
+26,090
349
$6.68M 0.01%
48,518
-127,104
350
$6.54M 0.01%
239,705
-133
12 13
14
15 16