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
$48.6B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.29M 0.01%
90,651
+6,977
402
$5.06M 0.01%
47,038
+25,684
403
$4.99M 0.01%
3,258
+1,858
404
$4.95M 0.01%
36,738
+836
405
$4.95M 0.01%
15,000
-21,530
406
$4.79M 0.01%
38,213
+7,430
407
$4.73M 0.01%
237,184
+26,719
408
$4.67M 0.01%
43,251
-11,245
409
$4.66M 0.01%
62,745
+44,016
410
$4.66M 0.01%
45,620
-42,920
411
$4.66M 0.01%
10
412
$4.57M 0.01%
21,826
-128
413
$4.56M 0.01%
137,282
-4,854
414
$4.56M 0.01%
22,745
-368,600
415
$4.53M 0.01%
11,444
-3,488
416
$4.44M 0.01%
239,921
-1,340,430
417
$4.43M 0.01%
26,570
-1,108,979
418
$4.42M 0.01%
18,288
+3,524
419
$4.41M 0.01%
36,622
+26,025
420
$4.4M 0.01%
61,480
-5,921
421
$4.34M 0.01%
370,339
-2,309
422
$4.21M 0.01%
9,117
-756,706
423
$4M 0.01%
+65,700
424
$3.98M 0.01%
112,710
-310
425
$3.96M 0.01%
34,574
+6,124
15 16
17
18 19