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
$30.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$208M
3
+$187M
4
LULU icon
lululemon athletica
LULU
+$184M
5
PGR icon
Progressive
PGR
+$110M

Top Sells

1
+$220M
2
+$198M
3
+$183M
4
LLY icon
Eli Lilly
LLY
+$159M
5
PANW icon
Palo Alto Networks
PANW
+$136M

Sector Composition

1 Financials 23.35%
2 Technology 14.29%
3 Healthcare 10.16%
4 Energy 9.79%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$55K ﹤0.01%
25,000
577
$52K ﹤0.01%
4,293
-682
578
$51K ﹤0.01%
400
579
$50K ﹤0.01%
620
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$48K ﹤0.01%
1,000
581
$48K ﹤0.01%
400
582
$47K ﹤0.01%
250
-55
583
$45K ﹤0.01%
2,864
+64
584
$41K ﹤0.01%
528
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585
$40K ﹤0.01%
2,655
-210
586
$39K ﹤0.01%
800
587
$38K ﹤0.01%
1,602
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588
$36K ﹤0.01%
+800
589
$36K ﹤0.01%
1,927
+1,452
590
$36K ﹤0.01%
300
591
$34K ﹤0.01%
1,700
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$33K ﹤0.01%
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593
$33K ﹤0.01%
245
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$32K ﹤0.01%
1,000
595
$32K ﹤0.01%
666
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596
$32K ﹤0.01%
+1,250
597
$32K ﹤0.01%
1,320
-7,560,810
598
$31K ﹤0.01%
1,000
599
$30K ﹤0.01%
2,400
600
$30K ﹤0.01%
500
22 23
24
25 26