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
376
$3.95M 0.01%
118,469
377
$3.9M 0.01%
250,000
+200,000
378
$3.73M 0.01%
11,660
379
$3.56M 0.01%
302,492
+7,630
380
$3.38M 0.01%
734,321
381
$3.11M 0.01%
30,410
-1,655
382
$3.07M 0.01%
15,749
-69,849
383
$3.02M 0.01%
436,642
+407,261
384
$2.87M 0.01%
9,262
+6,060
385
$2.84M 0.01%
24,753
+13,472
386
$2.81M 0.01%
20,700
+18,357
387
$2.71M ﹤0.01%
6,963
-774
388
$2.69M ﹤0.01%
6,878
+625
389
$2.68M ﹤0.01%
52,428
-10,434
390
$2.57M ﹤0.01%
251,000
391
$2.55M ﹤0.01%
18,621
-11,205
392
$2.41M ﹤0.01%
6,145
+2,609
393
$2.35M ﹤0.01%
11,328
+1,947
394
$2.33M ﹤0.01%
58,595
+10,130
395
$2.29M ﹤0.01%
103,727
-34,612
396
$2.27M ﹤0.01%
4,688
397
$2.27M ﹤0.01%
50,300
398
$2.26M ﹤0.01%
19,270
-453,684
399
$2.15M ﹤0.01%
65,503
-478,176
400
$2.12M ﹤0.01%
12,851
-300
14 15
16
17 18