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
$30.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$208M
3
+$187M
4
LULU icon
lululemon athletica
LULU
+$184M
5
PGR icon
Progressive
PGR
+$110M

Top Sells

1
+$220M
2
+$198M
3
+$183M
4
LLY icon
Eli Lilly
LLY
+$159M
5
PANW icon
Palo Alto Networks
PANW
+$136M

Sector Composition

1 Financials 23.35%
2 Technology 14.29%
3 Healthcare 10.16%
4 Energy 9.79%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$321M 1.04%
1,789,467
+1,028,587
27
$320M 1.03%
2,536,279
-331,201
28
$319M 1.03%
1,220,944
-63,302
29
$305M 0.99%
1,237,248
+330,494
30
$283M 0.91%
5,607,008
-1,161,896
31
$280M 0.91%
15,167,954
-49,624
32
$271M 0.88%
5,100,737
-1,306,298
33
$263M 0.85%
2,747,459
-176,639
34
$247M 0.8%
1,200,474
-129,869
35
$237M 0.77%
1,702,296
+1,612,050
36
$234M 0.76%
5,672,143
+559,068
37
$224M 0.73%
1,082,733
+72,495
38
$221M 0.71%
4,320,061
-316,870
39
$219M 0.71%
5,308,148
-771,180
40
$209M 0.68%
1,849,364
+1,845,879
41
$207M 0.67%
3,824,758
-260,817
42
$206M 0.67%
3,846,694
+536,764
43
$188M 0.61%
639,203
+638,775
44
$186M 0.6%
633,903
-164,140
45
$186M 0.6%
9,125,599
+12,308
46
$185M 0.6%
7,237,020
+783,703
47
$172M 0.56%
2,329,145
+196,251
48
$168M 0.54%
2,006,269
+1,154,664
49
$166M 0.54%
602,800
-127,900
50
$162M 0.52%
3,062,274
+627,163
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