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
$59.3B
AUM Growth
+$32.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$945M
3
+$800M
4
TD icon
Toronto Dominion Bank
TD
+$775M
5
BNS icon
Scotiabank
BNS
+$735M

Top Sells

1
+$10.1M
2
+$5.28M
3
+$718K
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$143K
5
DVY icon
iShares Select Dividend ETF
DVY
+$125K

Sector Composition

1 Financials 20.93%
2 Technology 11.15%
3 Healthcare 10.56%
4 Industrials 10.51%
5 Energy 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$250K ﹤0.01%
34,000
+17,000
602
$244K ﹤0.01%
5,500
+2,750
603
$234K ﹤0.01%
+3,280
604
$232K ﹤0.01%
+3,500
605
$230K ﹤0.01%
+8,000
606
$222K ﹤0.01%
2,000
+1,000
607
$222K ﹤0.01%
2,854
+1,461
608
$214K ﹤0.01%
+100,000
609
$212K ﹤0.01%
+12,140
610
$210K ﹤0.01%
+3,390
611
$207K ﹤0.01%
+7,399
612
$206K ﹤0.01%
42,144
+23,172
613
$206K ﹤0.01%
+4,980
614
$202K ﹤0.01%
+23,662
615
$200K ﹤0.01%
+6,010
616
$198K ﹤0.01%
+15,200
617
$198K ﹤0.01%
+9,834
618
$194K ﹤0.01%
+6,300
619
$190K ﹤0.01%
1,666
+833
620
$186K ﹤0.01%
+1,830
621
$184K ﹤0.01%
8,362
-32,627
622
$182K ﹤0.01%
5,240
+20
623
$178K ﹤0.01%
+5,440
624
$176K ﹤0.01%
+15,190
625
$168K ﹤0.01%
3,000
+1,500
23 24
25
26 27