1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+3.01%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$53.4B
AUM Growth
+$1.64B
(+3.2%)
Cap. Flow
+$810M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
22.81%
Holding
903
New
175
Increased
364
Reduced
176
Closed
54
Top Buys
| 1 |
lululemon athletica
LULU
|
+$658M |
| 2 |
Morgan Stanley
MS
|
+$512M |
| 3 |
Accenture
ACN
|
+$490M |
| 4 |
Palo Alto Networks
PANW
|
+$382M |
| 5 |
Datadog
DDOG
|
+$334M |
Top Sells
| 1 |
Target
TGT
|
+$484M |
| 2 |
Meta Platforms (Facebook)
META
|
+$414M |
| 3 |
American Express
AXP
|
+$354M |
| 4 |
Adobe
ADBE
|
+$349M |
| 5 |
PayPal
PYPL
|
+$308M |
Sector Composition
| 1 | Financials | 21.59% |
| 2 | Technology | 19.51% |
| 3 | Healthcare | 10.83% |
| 4 | Consumer Discretionary | 9.2% |
| 5 | Industrials | 9.03% |
