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
401
$2.12M ﹤0.01%
7,700
+3,700
402
$2.1M ﹤0.01%
30,976
+736
403
$2M ﹤0.01%
1,400
404
$1.97M ﹤0.01%
31,688
-1,622
405
$1.92M ﹤0.01%
4,725
-67
406
$1.91M ﹤0.01%
40,190
+1,220
407
$1.88M ﹤0.01%
11,400
-2,970
408
$1.85M ﹤0.01%
17,607
+3,877
409
$1.84M ﹤0.01%
31,660
-583,680
410
$1.78M ﹤0.01%
6,010
-3,774
411
$1.74M ﹤0.01%
21,823
412
$1.68M ﹤0.01%
+58,000
413
$1.66M ﹤0.01%
53,870
+500
414
$1.65M ﹤0.01%
76,885
+17,742
415
$1.65M ﹤0.01%
41,757
-11,179
416
$1.61M ﹤0.01%
39,393
-66
417
$1.61M ﹤0.01%
39,000
418
$1.6M ﹤0.01%
29,980
+270
419
$1.56M ﹤0.01%
52,000
+1,830
420
$1.54M ﹤0.01%
25,440
+900
421
$1.54M ﹤0.01%
3,079
-79,006
422
$1.51M ﹤0.01%
82,440
-604
423
$1.51M ﹤0.01%
27,897
+12,397
424
$1.49M ﹤0.01%
26,005
-5,265
425
$1.48M ﹤0.01%
538,601
+12,941
15 16
17
18 19