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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.49M ﹤0.01%
23,728
-6,917
452
$2.47M ﹤0.01%
22,100
-26,100
453
$2.46M ﹤0.01%
116,701
+2,520
454
$2.45M ﹤0.01%
+30,500
455
$2.44M ﹤0.01%
5,100
-296
456
$2.43M ﹤0.01%
+66,000
457
$2.42M ﹤0.01%
+19,479
458
$2.42M ﹤0.01%
5,780
-512
459
$2.39M ﹤0.01%
46,145
-7,098
460
$2.38M ﹤0.01%
24,645
+1,964
461
$2.38M ﹤0.01%
+7,500
462
$2.36M ﹤0.01%
77,011
+8,873
463
$2.35M ﹤0.01%
38,940
-184,613
464
$2.34M ﹤0.01%
11,844
-7,546
465
$2.31M ﹤0.01%
63,758
+7,339
466
$2.31M ﹤0.01%
5,531
-316
467
$2.29M ﹤0.01%
5,771
+193
468
$2.27M ﹤0.01%
19,108
-408,209
469
$2.26M ﹤0.01%
30,858
-313
470
$2.24M ﹤0.01%
51,991
-4,223
471
$2.22M ﹤0.01%
30,938
+3,293
472
$2.19M ﹤0.01%
79,671
+52
473
$2.18M ﹤0.01%
6,517
-1,994
474
$2.17M ﹤0.01%
16,808
-8,173
475
$2.16M ﹤0.01%
27,126
-4,872
17 18
19
20 21