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
$56B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$265M
3
+$225M
4
MSFT icon
Microsoft
MSFT
+$222M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$193M

Top Sells

1
+$351M
2
+$266M
3
+$228M
4
AVGO icon
Broadcom
AVGO
+$217M
5
ZETA icon
Zeta Global
ZETA
+$197M

Sector Composition

1 Financials 21.04%
2 Technology 18.77%
3 Consumer Discretionary 10.64%
4 Industrials 10.1%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.01M ﹤0.01%
15,091
-225
552
$998K ﹤0.01%
27,725
-4,548
553
$982K ﹤0.01%
121,257
+31,257
554
$941K ﹤0.01%
24,917
+5,000
555
$929K ﹤0.01%
82,325
-96,550
556
$910K ﹤0.01%
7,530
-202,797
557
$906K ﹤0.01%
455
-47
558
$902K ﹤0.01%
1,564
-126
559
$886K ﹤0.01%
32,635
-192
560
$864K ﹤0.01%
14,020
-45,898
561
$846K ﹤0.01%
9,301
-748,900
562
$838K ﹤0.01%
55,738
-7,393
563
$820K ﹤0.01%
+49,900
564
$796K ﹤0.01%
16,304
-17,650
565
$792K ﹤0.01%
2,678
566
$789K ﹤0.01%
6,744
-1,137
567
$781K ﹤0.01%
4,132
-405
568
$780K ﹤0.01%
+5,936
569
$778K ﹤0.01%
39,618
-3,064
570
$771K ﹤0.01%
+21,059
571
$748K ﹤0.01%
4,267
+237
572
$740K ﹤0.01%
15,474
573
$739K ﹤0.01%
1,066
-1,813
574
$733K ﹤0.01%
16,461
575
$727K ﹤0.01%
13,706
-1,649
21 22
23
24 25