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
526
$257K ﹤0.01%
+5,392
527
$251K ﹤0.01%
+2,478
528
$239K ﹤0.01%
+4,500
529
$238K ﹤0.01%
+4,722
530
$233K ﹤0.01%
+1,646
531
$232K ﹤0.01%
+6,200
532
$230K ﹤0.01%
+2,883
533
$229K ﹤0.01%
3,822
+3,522
534
$226K ﹤0.01%
824
+31
535
$224K ﹤0.01%
+3,022
536
$216K ﹤0.01%
+6,348
537
$212K ﹤0.01%
+3,524
538
$209K ﹤0.01%
+2,141
539
$207K ﹤0.01%
+6,146
540
$203K ﹤0.01%
+2,157
541
$197K ﹤0.01%
+6,181
542
$194K ﹤0.01%
8,595
-1,009
543
$180K ﹤0.01%
6,270
544
$177K ﹤0.01%
+816
545
$174K ﹤0.01%
5,000
546
$165K ﹤0.01%
2,000
-13,042
547
$157K ﹤0.01%
1,458
-628
548
$155K ﹤0.01%
1,979
-2,721
549
$153K ﹤0.01%
+2,800
550
$145K ﹤0.01%
2,026
-100,000
20 21
22
23 24