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
426
$1.47M ﹤0.01%
29,516
-350
427
$1.45M ﹤0.01%
4,665
+1,538
428
$1.43M ﹤0.01%
43,950
429
$1.31M ﹤0.01%
9,151
+8,681
430
$1.3M ﹤0.01%
57,501
-218,571
431
$1.25M ﹤0.01%
11,234
+2,269
432
$1.25M ﹤0.01%
18,592
-49,372
433
$1.23M ﹤0.01%
31,523
-7,991
434
$1.22M ﹤0.01%
10,392
+141
435
$1.17M ﹤0.01%
137,596
+12,084
436
$1.15M ﹤0.01%
12,979
+313
437
$1.15M ﹤0.01%
50,083
-117,273
438
$1.14M ﹤0.01%
44,132
-147
439
$1.14M ﹤0.01%
42,200
-1,089
440
$1.12M ﹤0.01%
1,950
+450
441
$1.11M ﹤0.01%
33,750
442
$1.08M ﹤0.01%
21,034
+514
443
$1.04M ﹤0.01%
12,963
-101,895
444
$988K ﹤0.01%
39,255
+956
445
$928K ﹤0.01%
9,853
-2,366
446
$885K ﹤0.01%
3,395
+1,505
447
$880K ﹤0.01%
19,251
+5,914
448
$871K ﹤0.01%
5,600
449
$848K ﹤0.01%
27,833
-680,135
450
$841K ﹤0.01%
5,958
+258
16 17
18
19 20