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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.35M ﹤0.01%
22,282
-2,027
552
$1.33M ﹤0.01%
4,549
-430
553
$1.32M ﹤0.01%
+3,292
554
$1.32M ﹤0.01%
5,330
+18
555
$1.3M ﹤0.01%
14,418
-147,345
556
$1.26M ﹤0.01%
25,191
+2,919
557
$1.26M ﹤0.01%
21,575
-2,100
558
$1.26M ﹤0.01%
8,050
-654
559
$1.25M ﹤0.01%
28,557
-4,549
560
$1.23M ﹤0.01%
3,679
-299
561
$1.22M ﹤0.01%
99,900
+16,700
562
$1.19M ﹤0.01%
145,552
-26,449
563
$1.19M ﹤0.01%
20,621
+4,321
564
$1.15M ﹤0.01%
33,216
-884
565
$1.15M ﹤0.01%
25,867
-120
566
$1.13M ﹤0.01%
8,497
-789
567
$1.11M ﹤0.01%
28,250
568
$1.1M ﹤0.01%
15,301
-758
569
$1.09M ﹤0.01%
5,611
-463
570
$1.09M ﹤0.01%
50,991
+1,121
571
$1.08M ﹤0.01%
2,423
-5,589
572
$1.05M ﹤0.01%
13,299
+50
573
$1.04M ﹤0.01%
32,247
+6,544
574
$1.04M ﹤0.01%
5,035
575
$1.02M ﹤0.01%
6,020
21 22
23
24 25