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
476
$679K ﹤0.01%
+227,000
477
$658K ﹤0.01%
+8,893
478
$647K ﹤0.01%
7,501
+2,073
479
$647K ﹤0.01%
6,000
480
$646K ﹤0.01%
4,600
-57,528
481
$636K ﹤0.01%
2
482
$628K ﹤0.01%
11,450
-581
483
$624K ﹤0.01%
18,767
+18,614
484
$602K ﹤0.01%
+27,126
485
$591K ﹤0.01%
14,832
-7,242
486
$589K ﹤0.01%
+20,012
487
$578K ﹤0.01%
18,210
-26,115
488
$578K ﹤0.01%
+7,148
489
$568K ﹤0.01%
6,780
-2,645
490
$552K ﹤0.01%
+12,841
491
$550K ﹤0.01%
+16,636
492
$549K ﹤0.01%
15,500
+6,500
493
$536K ﹤0.01%
27,099
+365
494
$534K ﹤0.01%
+6,349
495
$518K ﹤0.01%
5,051
-3,796
496
$515K ﹤0.01%
+6,112
497
$514K ﹤0.01%
4,929
+4,729
498
$507K ﹤0.01%
8,196
+8,100
499
$482K ﹤0.01%
513
500
$480K ﹤0.01%
5,260
-1,148
18 19
20
21 22