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
$56B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$265M
3
+$225M
4
MSFT icon
Microsoft
MSFT
+$222M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$193M

Top Sells

1
+$351M
2
+$266M
3
+$228M
4
AVGO icon
Broadcom
AVGO
+$217M
5
ZETA icon
Zeta Global
ZETA
+$197M

Sector Composition

1 Financials 21.04%
2 Technology 18.77%
3 Consumer Discretionary 10.64%
4 Industrials 10.1%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.04M ﹤0.01%
3,400
-2,000
477
$2.02M ﹤0.01%
40,020
+10,584
478
$2.01M ﹤0.01%
25,166
+8,476
479
$2M ﹤0.01%
28,404
-15,315
480
$1.99M ﹤0.01%
1,802
-370
481
$1.98M ﹤0.01%
19,982
-28,900
482
$1.96M ﹤0.01%
+61,455
483
$1.95M ﹤0.01%
4,205
+730
484
$1.94M ﹤0.01%
44,277
-5,220
485
$1.93M ﹤0.01%
5,458
+211
486
$1.92M ﹤0.01%
26,678
-454
487
$1.9M ﹤0.01%
18,013
+2,210
488
$1.89M ﹤0.01%
74,095
-11,147
489
$1.87M ﹤0.01%
22,110
-2,326
490
$1.87M ﹤0.01%
6,921
-18,543
491
$1.83M ﹤0.01%
10,249
-5,623
492
$1.81M ﹤0.01%
32,001
-164
493
$1.81M ﹤0.01%
47,974
+2,783
494
$1.8M ﹤0.01%
11,932
+383
495
$1.8M ﹤0.01%
5,290
-750
496
$1.79M ﹤0.01%
20,129
+1,121
497
$1.79M ﹤0.01%
42,412
-3,042
498
$1.77M ﹤0.01%
13,538
+1,674
499
$1.77M ﹤0.01%
839
-249
500
$1.77M ﹤0.01%
20,584
+3,868
18 19
20
21 22