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
$51.7B
AUM Growth
+$5.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$449M
3
+$382M
4
SNAP icon
Snap
SNAP
+$236M
5
SPGI icon
S&P Global
SPGI
+$234M

Top Sells

1
+$349M
2
+$349M
3
+$334M
4
JPM icon
JPMorgan Chase
JPM
+$332M
5
MS icon
Morgan Stanley
MS
+$315M

Sector Composition

1 Financials 22.15%
2 Technology 19.29%
3 Healthcare 9.35%
4 Communication Services 9.12%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$851K ﹤0.01%
+14,835
477
$850K ﹤0.01%
15,500
478
$848K ﹤0.01%
6,036
+2,268
479
$846K ﹤0.01%
3,127
+21
480
$830K ﹤0.01%
+12,450
481
$826K ﹤0.01%
8,615
482
$804K ﹤0.01%
11,167
+5,319
483
$793K ﹤0.01%
+16,990
484
$772K ﹤0.01%
22,445
+16,045
485
$770K ﹤0.01%
123,068
-43,400
486
$769K ﹤0.01%
+100,398
487
$768K ﹤0.01%
7,524
+25
488
$768K ﹤0.01%
4,635
+4,535
489
$747K ﹤0.01%
+4,094
490
$738K ﹤0.01%
15,054
-21,264
491
$728K ﹤0.01%
12,796
-500
492
$726K ﹤0.01%
1,688
+437
493
$718K ﹤0.01%
24,200
-31,030
494
$707K ﹤0.01%
10,536
495
$692K ﹤0.01%
+36,816
496
$664K ﹤0.01%
11,997
-4,550
497
$664K ﹤0.01%
2,436
-399,714
498
$640K ﹤0.01%
56,100
-8,700
499
$626K ﹤0.01%
14,041
+13,580
500
$621K ﹤0.01%
16,126
-3,455
18 19
20
21 22