1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+2.79%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$29.1B
AUM Growth
+$3.09B
(+12%)
Cap. Flow
+$2.94B
Cap. Flow
% of AUM
10.11%
Top 10 Holdings %
Top 10 Hldgs %
23.39%
Holding
667
New
244
Increased
182
Reduced
156
Closed
54
Top Buys
| 1 |
VRN
Veren
VRN
|
+$572M |
| 2 |
Royal Bank of Canada
RY
|
+$266M |
| 3 |
Magna International
MGA
|
+$202M |
| 4 |
CVS Health
CVS
|
+$143M |
| 5 |
Toronto Dominion Bank
TD
|
+$141M |
Top Sells
| 1 |
MetLife
MET
|
+$180M |
| 2 |
Union Pacific
UNP
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$111M |
| 4 |
ITC
ITC HOLDINGS CORP
ITC
|
+$95.3M |
| 5 |
Mastercard
MA
|
+$90.6M |
Sector Composition
| 1 | Financials | 23.2% |
| 2 | Energy | 14.69% |
| 3 | Communication Services | 11.75% |
| 4 | Industrials | 10.95% |
| 5 | Healthcare | 9.67% |
