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
$51.7B
AUM Growth
+$5.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$449M
3
+$382M
4
SNAP icon
Snap
SNAP
+$236M
5
SPGI icon
S&P Global
SPGI
+$234M

Top Sells

1
+$349M
2
+$349M
3
+$334M
4
JPM icon
JPMorgan Chase
JPM
+$332M
5
MS icon
Morgan Stanley
MS
+$315M

Sector Composition

1 Financials 22.15%
2 Technology 19.29%
3 Healthcare 9.35%
4 Communication Services 9.12%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$290K ﹤0.01%
835
-385
552
$288K ﹤0.01%
4,057
+22
553
$286K ﹤0.01%
6,830
554
$280K ﹤0.01%
15,344
-9,520
555
$280K ﹤0.01%
6,151
556
$277K ﹤0.01%
+5,342
557
$271K ﹤0.01%
4,845
-745
558
$271K ﹤0.01%
7,120
+3,782
559
$267K ﹤0.01%
5,052
560
$261K ﹤0.01%
+16,481
561
$261K ﹤0.01%
574
-96
562
$260K ﹤0.01%
7,437
563
$259K ﹤0.01%
3,656
-587
564
$247K ﹤0.01%
2,403
565
$247K ﹤0.01%
6,565
566
$242K ﹤0.01%
12,338
+338
567
$238K ﹤0.01%
+7,075
568
$235K ﹤0.01%
11,746
+5,300
569
$233K ﹤0.01%
+10,283
570
$229K ﹤0.01%
6,958
571
$226K ﹤0.01%
+3,472
572
$224K ﹤0.01%
3,576
573
$222K ﹤0.01%
2,247
-27,600
574
$216K ﹤0.01%
1,895
+350
575
$211K ﹤0.01%
+1,811
21 22
23
24 25