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
$56B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$265M
3
+$225M
4
MSFT icon
Microsoft
MSFT
+$222M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$193M

Top Sells

1
+$351M
2
+$266M
3
+$228M
4
AVGO icon
Broadcom
AVGO
+$217M
5
ZETA icon
Zeta Global
ZETA
+$197M

Sector Composition

1 Financials 21.04%
2 Technology 18.77%
3 Consumer Discretionary 10.64%
4 Industrials 10.1%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.48M ﹤0.01%
45,765
-587,431
527
$1.46M ﹤0.01%
11,452
-2,748
528
$1.45M ﹤0.01%
24,702
-535
529
$1.44M ﹤0.01%
94,917
-445
530
$1.43M ﹤0.01%
9,193
-2,672
531
$1.39M ﹤0.01%
3,374
+369
532
$1.37M ﹤0.01%
30,254
-4,476
533
$1.36M ﹤0.01%
11,894
-12,514
534
$1.35M ﹤0.01%
22,350
-66,823
535
$1.34M ﹤0.01%
5,842
-1,015
536
$1.33M ﹤0.01%
33,103
-40,440
537
$1.33M ﹤0.01%
139,027
-167,980
538
$1.3M ﹤0.01%
23,881
+182
539
$1.29M ﹤0.01%
11,026
-2,734
540
$1.26M ﹤0.01%
2,471
+15
541
$1.22M ﹤0.01%
5,042
+7
542
$1.18M ﹤0.01%
15,158
-1,816
543
$1.17M ﹤0.01%
124,610
-520
544
$1.15M ﹤0.01%
40,996
-1,534
545
$1.1M ﹤0.01%
7,530
-6
546
$1.1M ﹤0.01%
14,681
-46,017
547
$1.09M ﹤0.01%
5,113
548
$1.08M ﹤0.01%
13,072
-1,595
549
$1.07M ﹤0.01%
18,686
-1,818
550
$1.05M ﹤0.01%
6,020
20 21
22
23 24