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
501
$473K ﹤0.01%
2,736
+2,700
502
$458K ﹤0.01%
+9,883
503
$457K ﹤0.01%
380
504
$451K ﹤0.01%
4,960
505
$446K ﹤0.01%
+10,182
506
$445K ﹤0.01%
+17,005
507
$427K ﹤0.01%
3,763
+1,793
508
$425K ﹤0.01%
1,443
509
$401K ﹤0.01%
10,323
+9,823
510
$400K ﹤0.01%
4,583
-761
511
$391K ﹤0.01%
+4,390
512
$380K ﹤0.01%
4,823
+2,699
513
$350K ﹤0.01%
+10,385
514
$347K ﹤0.01%
3,012
-300
515
$334K ﹤0.01%
7,508
+5,780
516
$332K ﹤0.01%
1,020
517
$312K ﹤0.01%
2,835
-40,700
518
$295K ﹤0.01%
4,230
-51,261
519
$289K ﹤0.01%
+10,770
520
$287K ﹤0.01%
+1,773
521
$282K ﹤0.01%
1,891
-38,109
522
$272K ﹤0.01%
1,330
523
$270K ﹤0.01%
+10,020
524
$266K ﹤0.01%
+6,700
525
$258K ﹤0.01%
+3,557
19 20
21
22 23