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
$25.7B
AUM Growth
-$15.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$180M
3
+$158M
4
UNH icon
UnitedHealth
UNH
+$128M
5
COST icon
Costco
COST
+$122M

Top Sells

1
+$220M
2
+$157M
3
+$152M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$129M
5
UAA icon
Under Armour
UAA
+$127M

Sector Composition

1 Financials 21.97%
2 Communication Services 12.18%
3 Healthcare 11.2%
4 Industrials 10.72%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$43K ﹤0.01%
+1,429
527
$42K ﹤0.01%
945
-415
528
$39K ﹤0.01%
+500
529
$39K ﹤0.01%
325
530
$38K ﹤0.01%
30
-55,670
531
$38K ﹤0.01%
1,931
-4,125
532
$37K ﹤0.01%
1,020
-460
533
$37K ﹤0.01%
1,660
534
$37K ﹤0.01%
+1,000
535
$37K ﹤0.01%
500
536
$37K ﹤0.01%
+802
537
$36K ﹤0.01%
+398
538
$36K ﹤0.01%
+466
539
$35K ﹤0.01%
+1,219
540
$35K ﹤0.01%
+677
541
$35K ﹤0.01%
909
542
$34K ﹤0.01%
2,400
543
$33K ﹤0.01%
+327
544
$32K ﹤0.01%
+1,262
545
$32K ﹤0.01%
370
-717
546
$32K ﹤0.01%
+1,116
547
$31K ﹤0.01%
+1,505
548
$31K ﹤0.01%
+868
549
$30K ﹤0.01%
235
550
$30K ﹤0.01%
1,475
20 21
22
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