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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.75M ﹤0.01%
31,081
+2,387
402
$3.73M ﹤0.01%
+41,753
403
$3.73M ﹤0.01%
39,900
+31,300
404
$3.7M ﹤0.01%
+138,900
405
$3.62M ﹤0.01%
+19,665
406
$3.54M ﹤0.01%
14,998
-1,193
407
$3.51M ﹤0.01%
48,412
+5,416
408
$3.48M ﹤0.01%
+139,500
409
$3.45M ﹤0.01%
11,200
410
$3.38M ﹤0.01%
196,890
-17,535
411
$3.33M ﹤0.01%
+135,398
412
$3.28M ﹤0.01%
+11,267
413
$3.26M ﹤0.01%
16,748
+503
414
$3.26M ﹤0.01%
160,116
-2,942
415
$3.18M ﹤0.01%
201,866
-5,869
416
$3.18M ﹤0.01%
14,557
-16,060
417
$3.15M ﹤0.01%
16,517
-1,931
418
$3.1M ﹤0.01%
52,330
-42,639
419
$3.06M ﹤0.01%
20,629
-2,571
420
$3.05M ﹤0.01%
82,661
-1,995
421
$3.04M ﹤0.01%
29,477
-597
422
$2.99M ﹤0.01%
24,373
+3,797
423
$2.99M ﹤0.01%
47,631
+16,318
424
$2.94M ﹤0.01%
10,132
-68
425
$2.92M ﹤0.01%
19,646
+2,018
15 16
17
18 19