1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+11.99%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$56.5B
AUM Growth
+$3.15B
(+5.9%)
Cap. Flow
-$1.11B
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
25.11%
Holding
903
New
51
Increased
236
Reduced
312
Closed
188
Top Buys
| 1 |
Apple
AAPL
|
+$713M |
| 2 |
Advanced Micro Devices
AMD
|
+$506M |
| 3 |
Estee Lauder
EL
|
+$314M |
| 4 |
UnitedHealth
UNH
|
+$278M |
| 5 |
KLA
KLAC
|
+$252M |
Top Sells
| 1 |
Danaher
DHR
|
+$548M |
| 2 |
Morgan Stanley
MS
|
+$487M |
| 3 |
lululemon athletica
LULU
|
+$424M |
| 4 |
NVIDIA
NVDA
|
+$420M |
| 5 |
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% |
