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
$29.4B
AUM Growth
+$4.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$186M
3
+$144M
4
PGR icon
Progressive
PGR
+$140M
5
PANW icon
Palo Alto Networks
PANW
+$128M

Top Sells

1
+$180M
2
+$136M
3
+$118M
4
ABMD
Abiomed Inc
ABMD
+$106M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$87.2M

Sector Composition

1 Financials 22.8%
2 Technology 14.18%
3 Energy 10.58%
4 Healthcare 9.24%
5 Communication Services 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$666K ﹤0.01%
9,425
+2,497
402
$665K ﹤0.01%
12,426
+440
403
$642K ﹤0.01%
12,031
+581
404
$631K ﹤0.01%
8,213
-15,237
405
$627K ﹤0.01%
32,228
-59,996
406
$625K ﹤0.01%
6,000
407
$607K ﹤0.01%
12,599
408
$601K ﹤0.01%
2
409
$594K ﹤0.01%
75,250
-70,390
410
$583K ﹤0.01%
26,734
-2,250
411
$555K ﹤0.01%
513
+241
412
$554K ﹤0.01%
11,169
+6,310
413
$549K ﹤0.01%
6,408
+295
414
$524K ﹤0.01%
+5,541
415
$510K ﹤0.01%
700
416
$503K ﹤0.01%
603
+588
417
$498K ﹤0.01%
5,428
-14,012
418
$472K ﹤0.01%
4,712
+4,366
419
$463K ﹤0.01%
5,344
+1,026
420
$451K ﹤0.01%
380
-250
421
$441K ﹤0.01%
2,692
+2,597
422
$440K ﹤0.01%
+28,559
423
$438K ﹤0.01%
+4,960
424
$418K ﹤0.01%
4,943
-190,057
425
$409K ﹤0.01%
1,443
15 16
17
18 19