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
$32.3B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$304M
3
+$263M
4
TD icon
Toronto Dominion Bank
TD
+$232M
5
BNS icon
Scotiabank
BNS
+$164M

Top Sells

1
+$337M
2
+$238M
3
+$114M
4
A icon
Agilent Technologies
A
+$108M
5
VIS icon
Vanguard Industrials ETF
VIS
+$107M

Sector Composition

1 Financials 22.38%
2 Energy 13.13%
3 Communication Services 12.94%
4 Healthcare 11.63%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.18M 0.01%
41,100
+1,500
377
$3.15M 0.01%
70,856
-22,626
378
$3.15M 0.01%
68,200
+18,000
379
$3.02M 0.01%
47,392
-3,800
380
$3.01M 0.01%
228,000
-60,000
381
$2.99M 0.01%
21,900
-347
382
$2.97M 0.01%
21,200
-9,300
383
$2.92M 0.01%
213,778
+13,778
384
$2.85M 0.01%
+63,884
385
$2.81M 0.01%
27,300
386
$2.75M 0.01%
69,908
-463,582
387
$2.64M 0.01%
26,100
-86
388
$2.6M 0.01%
56,600
-83,560
389
$2.57M 0.01%
120,000
390
$2.57M 0.01%
19,805
-810,440
391
$2.5M 0.01%
+107,900
392
$2.44M 0.01%
34,000
393
$2.39M 0.01%
150,000
+50,000
394
$2.37M 0.01%
250,000
-290,768
395
$2.35M 0.01%
34,000
396
$2.19M 0.01%
122,413
-14,018
397
$2.17M 0.01%
40,000
-40,255
398
$2.15M 0.01%
61,343
-72,160
399
$2.12M 0.01%
130,951
+29,588
400
$2.08M 0.01%
74,737
+12,868
14 15
16
17 18