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
526
$214K ﹤0.01%
3,559
-2,188
527
$208K ﹤0.01%
900
-150
528
$207K ﹤0.01%
3,964
-10,077
529
$206K ﹤0.01%
4,836
-3,057
530
$205K ﹤0.01%
4,975
-9,680
531
$195K ﹤0.01%
358
-522
532
$191K ﹤0.01%
2,180
533
$189K ﹤0.01%
1,080
-980
534
$188K ﹤0.01%
8,400
535
$186K ﹤0.01%
3,565
-29,423
536
$178K ﹤0.01%
25,000
537
$177K ﹤0.01%
3,275
-9,336
538
$176K ﹤0.01%
3,329
-1,699,479
539
$173K ﹤0.01%
3,156
-1,949
540
$171K ﹤0.01%
+1,126
541
$169K ﹤0.01%
1,563
-840
542
$168K ﹤0.01%
9,950
-900
543
$167K ﹤0.01%
3,390
-8,550
544
$167K ﹤0.01%
3,458
-309
545
$166K ﹤0.01%
944
546
$162K ﹤0.01%
2,411
-3,621
547
$157K ﹤0.01%
2,864
+87
548
$151K ﹤0.01%
4,576
-6,294
549
$150K ﹤0.01%
1,067
-6,864
550
$149K ﹤0.01%
6,792
20 21
22
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