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
501
$1.77M ﹤0.01%
15,484
-5,759
502
$1.74M ﹤0.01%
17,325
-3,287
503
$1.73M ﹤0.01%
+20,700
504
$1.72M ﹤0.01%
46,810
-1,312
505
$1.71M ﹤0.01%
11,866
-2,382
506
$1.7M ﹤0.01%
72,299
-13,116
507
$1.68M ﹤0.01%
25,696
-832
508
$1.65M ﹤0.01%
19,380
+1,382
509
$1.63M ﹤0.01%
40,227
-8,175
510
$1.62M ﹤0.01%
+48,600
511
$1.62M ﹤0.01%
4,463
-488
512
$1.61M ﹤0.01%
22,824
-3,703
513
$1.61M ﹤0.01%
27,245
-479
514
$1.6M ﹤0.01%
15,382
-18,804
515
$1.58M ﹤0.01%
57,097
+11,695
516
$1.56M ﹤0.01%
25,376
517
$1.56M ﹤0.01%
6,209
-568
518
$1.56M ﹤0.01%
49,082
-812,104
519
$1.55M ﹤0.01%
37,078
-176
520
$1.54M ﹤0.01%
6,845
-5,629
521
$1.54M ﹤0.01%
6,024
-319,535
522
$1.52M ﹤0.01%
8,550
-127,528
523
$1.51M ﹤0.01%
33,724
-3,589
524
$1.48M ﹤0.01%
5,508
-1,405
525
$1.48M ﹤0.01%
10,623
-8,224
19 20
21
22 23