1832 Asset Management

1832 Asset Management Portfolio holdings

AUM $78.9B
1-Year Est. Return 35.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$104M
3
+$81.9M
4
PANW icon
Palo Alto Networks
PANW
+$80.6M
5
EQIX icon
Equinix
EQIX
+$73.1M

Top Sells

1
+$286M
2
+$198M
3
+$191M
4
BMO icon
Bank of Montreal
BMO
+$162M
5
TRP icon
TC Energy
TRP
+$161M

Sector Composition

1 Financials 25.03%
2 Industrials 13%
3 Technology 12.34%
4 Energy 8.87%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$33K ﹤0.01%
335
552
$33K ﹤0.01%
3,964
553
$31K ﹤0.01%
160
554
$30K ﹤0.01%
1,375
555
$29K ﹤0.01%
5,000
556
$29K ﹤0.01%
307
557
$29K ﹤0.01%
1,000
558
$28K ﹤0.01%
572
-9,120
559
$28K ﹤0.01%
+690
560
$28K ﹤0.01%
+1,279
561
$27K ﹤0.01%
+1,607
562
$26K ﹤0.01%
595
563
$25K ﹤0.01%
463
564
$25K ﹤0.01%
3,176
565
$25K ﹤0.01%
800
566
$24K ﹤0.01%
+154
567
$23K ﹤0.01%
150
568
$22K ﹤0.01%
594
-9
569
$20K ﹤0.01%
790
570
$19K ﹤0.01%
2,040
-6,000
571
$19K ﹤0.01%
95
572
$19K ﹤0.01%
30,000
-583
573
$18K ﹤0.01%
394
574
$18K ﹤0.01%
300
575
$18K ﹤0.01%
2,500
21 22
23
24 25