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
$32.3B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$304M
3
+$263M
4
TD icon
Toronto Dominion Bank
TD
+$232M
5
BNS icon
Scotiabank
BNS
+$164M

Top Sells

1
+$337M
2
+$238M
3
+$114M
4
A icon
Agilent Technologies
A
+$108M
5
VIS icon
Vanguard Industrials ETF
VIS
+$107M

Sector Composition

1 Financials 22.38%
2 Energy 13.13%
3 Communication Services 12.94%
4 Healthcare 11.63%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$58K ﹤0.01%
1,045
-10,000
502
$57K ﹤0.01%
1,089
503
$56K ﹤0.01%
1,416
+366
504
$54K ﹤0.01%
300
505
$52K ﹤0.01%
3,325
-100
506
$51K ﹤0.01%
+1,200
507
$50K ﹤0.01%
600
-590,500
508
$49K ﹤0.01%
1,230
509
$48K ﹤0.01%
1,475
-125
510
$47K ﹤0.01%
2,800
511
$46K ﹤0.01%
335
-175
512
$43K ﹤0.01%
1,101
+101
513
$42K ﹤0.01%
560
514
$41K ﹤0.01%
350
515
$40K ﹤0.01%
500
-1,500
516
$40K ﹤0.01%
1,027
517
$38K ﹤0.01%
423
518
$37K ﹤0.01%
1,375
519
$36K ﹤0.01%
1,700
520
$35K ﹤0.01%
3,270
-1
521
$35K ﹤0.01%
1,000
522
$34K ﹤0.01%
640
+80
523
$34K ﹤0.01%
2,400
524
$34K ﹤0.01%
100,000
-460,000
525
$31K ﹤0.01%
450
19 20
21
22 23