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
451
$823K ﹤0.01%
26,905
-5,257
452
$821K ﹤0.01%
5,234
-1,890
453
$792K ﹤0.01%
15,054
454
$792K ﹤0.01%
22,276
-169
455
$789K ﹤0.01%
20,500
-179,500
456
$788K ﹤0.01%
21,757
-32,239
457
$786K ﹤0.01%
27,480
+1,680
458
$770K ﹤0.01%
12,449
-1,350
459
$768K ﹤0.01%
23,744
-9,796
460
$743K ﹤0.01%
11,603
+510
461
$711K ﹤0.01%
1,475
462
$682K ﹤0.01%
36,721
-95
463
$678K ﹤0.01%
2,405
-136,296
464
$675K ﹤0.01%
18,000
-19,200
465
$656K ﹤0.01%
15,405
-474,462
466
$628K ﹤0.01%
11,263
467
$562K ﹤0.01%
9,964
-325,348
468
$532K ﹤0.01%
1,330
-2,408
469
$532K ﹤0.01%
1,300
-19,262
470
$526K ﹤0.01%
3,922
471
$519K ﹤0.01%
36,600
-3,350
472
$516K ﹤0.01%
10,017
473
$509K ﹤0.01%
15,372
+1,584
474
$499K ﹤0.01%
7,097
-7,259
475
$497K ﹤0.01%
4,264
-3,362
17 18
19
20 21