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
$48.6B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.43M ﹤0.01%
162,825
-139,667
552
$1.41M ﹤0.01%
44,304
-16,175
553
$1.41M ﹤0.01%
19,300
-255
554
$1.4M ﹤0.01%
7,000
+10
555
$1.39M ﹤0.01%
17,246
+609
556
$1.36M ﹤0.01%
10,780
+89
557
$1.35M ﹤0.01%
26,142
+4,211
558
$1.32M ﹤0.01%
35,125
-3,000
559
$1.32M ﹤0.01%
43,469
+1,969
560
$1.31M ﹤0.01%
6,276
-251
561
$1.28M ﹤0.01%
29,126
-56,800
562
$1.27M ﹤0.01%
9,515
563
$1.27M ﹤0.01%
36,276
-4,050
564
$1.26M ﹤0.01%
+25,965
565
$1.24M ﹤0.01%
19,609
+717
566
$1.22M ﹤0.01%
63,914
+13,250
567
$1.22M ﹤0.01%
40,274
568
$1.22M ﹤0.01%
62,515
+961
569
$1.22M ﹤0.01%
12,590
570
$1.18M ﹤0.01%
20,855
+2,916
571
$1.16M ﹤0.01%
43,722
+2,493
572
$1.16M ﹤0.01%
4,872
573
$1.16M ﹤0.01%
33,724
+5
574
$1.13M ﹤0.01%
20,876
575
$1.13M ﹤0.01%
12,220
21 22
23
24 25