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
526
$402K ﹤0.01%
1,000
527
$398K ﹤0.01%
9,000
528
$395K ﹤0.01%
+7,400
529
$392K ﹤0.01%
4,136
+490
530
$390K ﹤0.01%
7,295
+1,075
531
$390K ﹤0.01%
2,300
-52,500
532
$386K ﹤0.01%
4,077
-605
533
$384K ﹤0.01%
28,888
+14,203
534
$379K ﹤0.01%
20,984
-25,231
535
$358K ﹤0.01%
+4,524
536
$355K ﹤0.01%
1,619
+299
537
$348K ﹤0.01%
5,533
+1,023
538
$346K ﹤0.01%
6,599
-6,430
539
$335K ﹤0.01%
1,736
-164
540
$321K ﹤0.01%
7,493
+643
541
$313K ﹤0.01%
7,357
-73,998
542
$306K ﹤0.01%
11,615
-11,000
543
$306K ﹤0.01%
+4,375
544
$300K ﹤0.01%
6,022
+2,522
545
$299K ﹤0.01%
+6,717
546
$298K ﹤0.01%
6,559
+90
547
$298K ﹤0.01%
3,611
+1,716
548
$295K ﹤0.01%
3,340
+605
549
$295K ﹤0.01%
3,622
+677
550
$290K ﹤0.01%
1,085
+585
20 21
22
23 24