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
326
$9.6M 0.01%
62,245
-8,322
327
$9.27M 0.01%
58,025
-4,846
328
$9.02M 0.01%
611,800
+411,473
329
$8.97M 0.01%
82,384
-1,271,596
330
$8.92M 0.01%
69,400
+8,200
331
$8.81M 0.01%
175,481
+33,203
332
$8.72M 0.01%
66,449
-26,247
333
$8.52M 0.01%
123,772
-29,770
334
$8.5M 0.01%
74,798
-359
335
$8.45M 0.01%
+139,400
336
$8.44M 0.01%
116,155
-31,538
337
$8.22M ﹤0.01%
122,549
+23,678
338
$8.06M ﹤0.01%
97,098
-5,873
339
$7.92M ﹤0.01%
+800,000
340
$7.75M ﹤0.01%
48,071
+13,500
341
$7.66M ﹤0.01%
153,514
+71,783
342
$7.65M ﹤0.01%
169,165
+2,931
343
$7.6M ﹤0.01%
78,210
-1,245,900
344
$7.12M ﹤0.01%
31,893
345
$6.91M ﹤0.01%
+17,100
346
$6.8M ﹤0.01%
+86,602
347
$6.78M ﹤0.01%
+34,247
348
$6.75M ﹤0.01%
+37,300
349
$6.73M ﹤0.01%
108,720
+52,020
350
$6.68M ﹤0.01%
32,570
+10,310
12 13
14
15 16