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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$149K ﹤0.01%
2,000
-2,521
552
$148K ﹤0.01%
2,828
553
$121K ﹤0.01%
2,173
554
$119K ﹤0.01%
1,144
555
$114K ﹤0.01%
5,317
+300
556
$112K ﹤0.01%
2,546
557
$106K ﹤0.01%
11,451
558
$91K ﹤0.01%
604
-165,079
559
$87K ﹤0.01%
1,036
-2,800
560
$87K ﹤0.01%
6,872
+6,772
561
$84K ﹤0.01%
454
-245,065
562
$83K ﹤0.01%
2,240
-5,624
563
$79K ﹤0.01%
150
-55
564
$79K ﹤0.01%
1,000
565
$75K ﹤0.01%
2,200
+1,350
566
$73K ﹤0.01%
1,981
-6,915
567
$71K ﹤0.01%
678
568
$71K ﹤0.01%
1,000
569
$69K ﹤0.01%
975
570
$67K ﹤0.01%
1,729
-218
571
$66K ﹤0.01%
15,854
572
$65K ﹤0.01%
416
-1,848
573
$64K ﹤0.01%
+1,050
574
$60K ﹤0.01%
375
+124
575
$60K ﹤0.01%
+2,350
21 22
23
24 25