1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+23.87%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$33.3B
AUM Growth
+$5.58B
(+20%)
Cap. Flow
+$1.14B
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
755
New
79
Increased
205
Reduced
186
Closed
107
Top Buys
| 1 |
Merck
MRK
|
+$202M |
| 2 |
PayPal
PYPL
|
+$170M |
| 3 |
Home Depot
HD
|
+$151M |
| 4 |
Amazon
AMZN
|
+$141M |
| 5 |
Procter & Gamble
PG
|
+$133M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$248M |
| 2 |
Costco
COST
|
+$213M |
| 3 |
MSCI
MSCI
|
+$199M |
| 4 |
Air Products & Chemicals
APD
|
+$180M |
| 5 |
Sea Limited
SE
|
+$141M |
Sector Composition
| 1 | Financials | 19.62% |
| 2 | Technology | 19.12% |
| 3 | Healthcare | 12.31% |
| 4 | Consumer Discretionary | 9.56% |
| 5 | Industrials | 7.8% |
