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
426
$3.84M 0.01%
246,099
+28,977
427
$3.81M 0.01%
19,616
-979,776
428
$3.8M 0.01%
45,818
+20,612
429
$3.8M 0.01%
10,700
-300
430
$3.78M 0.01%
92,396
+14,364
431
$3.7M 0.01%
48,523
-64,500
432
$3.69M 0.01%
73,291
+15,862
433
$3.67M 0.01%
52,900
+4,401
434
$3.66M 0.01%
48,757
+5,129
435
$3.61M 0.01%
36,979
-905
436
$3.59M 0.01%
47,309
+1,207
437
$3.56M 0.01%
37,225
+4,303
438
$3.55M 0.01%
20,714
+8,355
439
$3.5M 0.01%
+94,500
440
$3.49M 0.01%
+34,024
441
$3.49M 0.01%
64,278
-23,814
442
$3.47M 0.01%
21,277
-6,295
443
$3.47M 0.01%
190,840
-42,277
444
$3.43M 0.01%
+94,508
445
$3.42M 0.01%
50,416
+7,317
446
$3.42M 0.01%
6,836
+240
447
$3.41M 0.01%
13,342
+4,389
448
$3.33M ﹤0.01%
14,579
-117,464
449
$3.31M ﹤0.01%
18,795
-6,827
450
$3.3M ﹤0.01%
21,349
-1,384
16 17
18
19 20