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
$51.7B
AUM Growth
+$5.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$449M
3
+$382M
4
SNAP icon
Snap
SNAP
+$236M
5
SPGI icon
S&P Global
SPGI
+$234M

Top Sells

1
+$349M
2
+$349M
3
+$334M
4
JPM icon
JPMorgan Chase
JPM
+$332M
5
MS icon
Morgan Stanley
MS
+$315M

Sector Composition

1 Financials 22.15%
2 Technology 19.29%
3 Healthcare 9.35%
4 Communication Services 9.12%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.85M 0.01%
+50,500
377
$5.83M 0.01%
+123,000
378
$5.81M 0.01%
31,058
+294
379
$5.8M 0.01%
156,026
-62,454
380
$5.79M 0.01%
430,000
381
$5.53M 0.01%
276,072
+124,298
382
$5.34M 0.01%
85,863
+82,963
383
$5.31M 0.01%
290,669
+44,389
384
$4.94M 0.01%
28,405
+28,370
385
$4.9M 0.01%
34,835
+16,241
386
$4.6M 0.01%
11
387
$4.58M 0.01%
28,800
388
$4.22M 0.01%
54,196
-16,420
389
$4.16M 0.01%
+121,191
390
$4.15M 0.01%
331,246
+3,373
391
$4.14M 0.01%
25,284
-7,235
392
$4.03M 0.01%
118,469
393
$4.03M 0.01%
93,000
394
$3.87M 0.01%
142,739
+80,139
395
$3.87M 0.01%
11,000
-103,300
396
$3.86M 0.01%
79,613
+48,113
397
$3.86M 0.01%
11,660
+160
398
$3.85M 0.01%
122,800
-7,140
399
$3.84M 0.01%
27,838
+5,300
400
$3.82M 0.01%
25,908
+25,044
14 15
16
17 18