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
$48.6B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.71M ﹤0.01%
37,709
-397
527
$1.7M ﹤0.01%
10,235
-1,835
528
$1.68M ﹤0.01%
2,964
+450
529
$1.65M ﹤0.01%
54,727
-3,320
530
$1.64M ﹤0.01%
10,775
-799
531
$1.63M ﹤0.01%
28,160
+870
532
$1.63M ﹤0.01%
240,266
-46,643
533
$1.61M ﹤0.01%
45,292
-6,464
534
$1.59M ﹤0.01%
27,113
-10,673
535
$1.56M ﹤0.01%
53,594
+4,396
536
$1.56M ﹤0.01%
14,165
+1,949
537
$1.55M ﹤0.01%
45,260
-730
538
$1.54M ﹤0.01%
83,094
+5,441
539
$1.53M ﹤0.01%
54,712
+3,692
540
$1.53M ﹤0.01%
27,817
-207
541
$1.52M ﹤0.01%
20,039
+16,468
542
$1.52M ﹤0.01%
73,104
-83,557
543
$1.51M ﹤0.01%
43,774
+3,192
544
$1.5M ﹤0.01%
86,270
-170,200
545
$1.5M ﹤0.01%
51,460
546
$1.49M ﹤0.01%
22,060
547
$1.49M ﹤0.01%
9,879
-1,536
548
$1.47M ﹤0.01%
24,190
-410
549
$1.46M ﹤0.01%
45,090
550
$1.45M ﹤0.01%
12,881
+299
20 21
22
23 24