1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+11.43%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$38.3B
AUM Growth
+$4.98B
(+15%)
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
22.91%
Holding
744
New
98
Increased
225
Reduced
184
Closed
60
Top Buys
| 1 |
Lowe's Companies
LOW
|
$320M |
| 2 |
Air Products & Chemicals
APD
|
$264M |
| 3 |
TSMC
TSM
|
$260M |
| 4 |
Target
TGT
|
$255M |
| 5 |
Sherwin-Williams
SHW
|
$201M |
Top Sells
| 1 |
Apple
AAPL
|
$405M |
| 2 |
Amazon
AMZN
|
$285M |
| 3 |
lululemon athletica
LULU
|
$284M |
| 4 |
Microsoft
MSFT
|
$208M |
| 5 |
IPHI
INPHI CORPORATION
IPHI
|
$183M |
Sector Composition
| 1 | Financials | 19.26% |
| 2 | Technology | 17.92% |
| 3 | Healthcare | 13.39% |
| 4 | Industrials | 9.42% |
| 5 | Consumer Discretionary | 8.67% |
