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
501
$611K ﹤0.01%
12,165
+1,174
502
$610K ﹤0.01%
323
+78
503
$565K ﹤0.01%
+13,430
504
$559K ﹤0.01%
+6,808
505
$558K ﹤0.01%
39,950
506
$550K ﹤0.01%
11,487
+5,297
507
$538K ﹤0.01%
4,012
+1,712
508
$532K ﹤0.01%
13,000
509
$527K ﹤0.01%
2,180
510
$514K ﹤0.01%
13,076
+5,213
511
$505K ﹤0.01%
1,330
512
$498K ﹤0.01%
6,568
+1,223
513
$486K ﹤0.01%
18,193
+6,801
514
$480K ﹤0.01%
+14,000
515
$474K ﹤0.01%
3,742
-1,753
516
$459K ﹤0.01%
4,160
+335
517
$452K ﹤0.01%
12,302
+12,102
518
$447K ﹤0.01%
14,809
+5,349
519
$441K ﹤0.01%
+19,400
520
$435K ﹤0.01%
851
+141
521
$430K ﹤0.01%
7,734
-3,483
522
$427K ﹤0.01%
10,017
-6,600
523
$421K ﹤0.01%
3,243
-1,063
524
$419K ﹤0.01%
2,708
525
$418K ﹤0.01%
+11,781
19 20
21
22 23