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
576
$709K ﹤0.01%
3,390
+189
577
$703K ﹤0.01%
18,607
-13,343
578
$685K ﹤0.01%
5,567
+310
579
$680K ﹤0.01%
5,408
-1,350
580
$665K ﹤0.01%
5,979
+330
581
$659K ﹤0.01%
2,394
-645
582
$655K ﹤0.01%
3,761
-204,296
583
$650K ﹤0.01%
23,320
584
$618K ﹤0.01%
13,000
585
$615K ﹤0.01%
21,262
-5,487
586
$604K ﹤0.01%
2,068
+114
587
$598K ﹤0.01%
6,144
-212
588
$589K ﹤0.01%
2,997
-103,839
589
$586K ﹤0.01%
16,711
-5,807
590
$582K ﹤0.01%
13,564
+230
591
$582K ﹤0.01%
3,230
-10,191
592
$574K ﹤0.01%
5,552
593
$533K ﹤0.01%
990
594
$524K ﹤0.01%
10,550
595
$520K ﹤0.01%
5,820
+2,320
596
$490K ﹤0.01%
+9,705
597
$474K ﹤0.01%
9,000
598
$451K ﹤0.01%
4,600
599
$451K ﹤0.01%
10,339
-7,111
600
$447K ﹤0.01%
5,900
-1,736,350
22 23
24
25 26