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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$316K ﹤0.01%
1,598
-243
502
$311K ﹤0.01%
9,202
-40,794
503
$307K ﹤0.01%
1,752
504
$306K ﹤0.01%
4,941
+444
505
$306K ﹤0.01%
10,169
-5,425
506
$304K ﹤0.01%
1,424
-897
507
$304K ﹤0.01%
21,868
-8,555
508
$292K ﹤0.01%
7,120
509
$290K ﹤0.01%
6,565
510
$263K ﹤0.01%
1,000
-80
511
$261K ﹤0.01%
+4,900
512
$257K ﹤0.01%
1,382
-25,142
513
$256K ﹤0.01%
855
+400
514
$253K ﹤0.01%
8,753
+2,173
515
$252K ﹤0.01%
12,958
+332
516
$250K ﹤0.01%
9,970
-615,253
517
$247K ﹤0.01%
4,996
-1,026
518
$245K ﹤0.01%
7,075
519
$233K ﹤0.01%
3,500
520
$229K ﹤0.01%
2,673
-5,258
521
$228K ﹤0.01%
3,611
522
$224K ﹤0.01%
2,247
-1,015
523
$223K ﹤0.01%
11,886
-10,760
524
$220K ﹤0.01%
1,458
525
$217K ﹤0.01%
25,521
+9,343
19 20
21
22 23