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
$38.3B
AUM Growth
+$4.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$264M
3
+$260M
4
TGT icon
Target
TGT
+$255M
5
SHW icon
Sherwin-Williams
SHW
+$201M

Top Sells

1
+$405M
2
+$285M
3
+$284M
4
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$111K ﹤0.01%
944
577
$104K ﹤0.01%
5,960
+5,000
578
$103K ﹤0.01%
3,338
-346
579
$101K ﹤0.01%
455
-47
580
$101K ﹤0.01%
6,700
581
$98K ﹤0.01%
4,150
582
$93K ﹤0.01%
3,600
583
$89K ﹤0.01%
12,900
584
$78K ﹤0.01%
+9,548
585
$70K ﹤0.01%
+250
586
$67K ﹤0.01%
1,500
587
$66K ﹤0.01%
5,000
588
$62K ﹤0.01%
778
+100
589
$58K ﹤0.01%
900
+500
590
$58K ﹤0.01%
3,100
591
$53K ﹤0.01%
157
592
$52K ﹤0.01%
620
593
$51K ﹤0.01%
504
-949
594
$47K ﹤0.01%
1,276
595
$44K ﹤0.01%
4,643
596
$43K ﹤0.01%
1,700
597
$42K ﹤0.01%
546
-57
598
$42K ﹤0.01%
10,748
+4,577
599
$41K ﹤0.01%
+4,700
600
$40K ﹤0.01%
500
22 23
24
25 26