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
$27.1B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$96M
3
+$87.8M
4
PANW icon
Palo Alto Networks
PANW
+$86.2M
5
BZUN
Baozun
BZUN
+$75M

Top Sells

1
+$276M
2
+$187M
3
+$184M
4
SBUX icon
Starbucks
SBUX
+$159M
5
BMO icon
Bank of Montreal
BMO
+$157M

Sector Composition

1 Financials 25.02%
2 Industrials 13%
3 Technology 12.34%
4 Energy 8.87%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$708K ﹤0.01%
630
452
$642K ﹤0.01%
11,050
453
$637K ﹤0.01%
46,200
-2,773
454
$627K ﹤0.01%
34,000
455
$616K ﹤0.01%
26,103
+2,799
456
$600K ﹤0.01%
10,820
457
$597K ﹤0.01%
2
458
$482K ﹤0.01%
17,940
-808
459
$478K ﹤0.01%
4,350
460
$415K ﹤0.01%
8,000
461
$397K ﹤0.01%
+5,900
462
$371K ﹤0.01%
5,130
-1,287
463
$367K ﹤0.01%
103,100
464
$362K ﹤0.01%
1,020
465
$334K ﹤0.01%
3,312
-20
466
$312K ﹤0.01%
1,179
+305
467
$293K ﹤0.01%
1,987
-4,258
468
$286K ﹤0.01%
17,264
+1,027
469
$278K ﹤0.01%
5,125
+4,750
470
$256K ﹤0.01%
7,500
471
$249K ﹤0.01%
6,509
-6,649
472
$234K ﹤0.01%
3,866
-864
473
$220K ﹤0.01%
2,916
+21
474
$194K ﹤0.01%
8,812
+4,650
475
$194K ﹤0.01%
6,075
-7,505
17 18
19
20 21