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
$25.7B
AUM Growth
-$15.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$180M
3
+$158M
4
UNH icon
UnitedHealth
UNH
+$128M
5
COST icon
Costco
COST
+$122M

Top Sells

1
+$220M
2
+$157M
3
+$152M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$129M
5
UAA icon
Under Armour
UAA
+$127M

Sector Composition

1 Financials 21.97%
2 Communication Services 12.18%
3 Healthcare 11.2%
4 Industrials 10.72%
5 Energy 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$30K ﹤0.01%
+439
552
$30K ﹤0.01%
+423
553
$30K ﹤0.01%
1,375
554
$29K ﹤0.01%
+1,000
555
$29K ﹤0.01%
+581
556
$29K ﹤0.01%
+1,000
557
$28K ﹤0.01%
+1,380
558
$27K ﹤0.01%
+441
559
$26K ﹤0.01%
+932
560
$26K ﹤0.01%
+1,000
561
$26K ﹤0.01%
+539
562
$25K ﹤0.01%
+738
563
$25K ﹤0.01%
515
+205
564
$25K ﹤0.01%
1,000
565
$24K ﹤0.01%
945
+127
566
$24K ﹤0.01%
+857
567
$24K ﹤0.01%
+1,000
568
$24K ﹤0.01%
+334
569
$23K ﹤0.01%
+273
570
$23K ﹤0.01%
3,177
571
$22K ﹤0.01%
930
572
$21K ﹤0.01%
274
+61
573
$21K ﹤0.01%
1,224
+472
574
$20K ﹤0.01%
5,000
575
$20K ﹤0.01%
748
-524
21 22
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