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
$29.5B
AUM Growth
+$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$198M
3
+$127M
4
CNQ icon
Canadian Natural Resources
CNQ
+$126M
5
SU icon
Suncor Energy
SU
+$118M

Top Sells

1
+$194M
2
+$158M
3
+$137M
4
RTN
Raytheon Company
RTN
+$128M
5
SBUX icon
Starbucks
SBUX
+$122M

Sector Composition

1 Financials 25.07%
2 Technology 12.22%
3 Energy 10.84%
4 Industrials 10.64%
5 Healthcare 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
+120
602
$5K ﹤0.01%
+96
603
$5K ﹤0.01%
+364
604
$5K ﹤0.01%
120
605
$5K ﹤0.01%
125
606
$5K ﹤0.01%
290
607
$5K ﹤0.01%
+32
608
$5K ﹤0.01%
+302
609
$5K ﹤0.01%
45
-250
610
$4K ﹤0.01%
120
611
$4K ﹤0.01%
+117
612
$4K ﹤0.01%
100
613
$4K ﹤0.01%
40
-225
614
$4K ﹤0.01%
+65
615
$4K ﹤0.01%
150
616
$4K ﹤0.01%
+140
617
$4K ﹤0.01%
30
618
$4K ﹤0.01%
+69
619
$4K ﹤0.01%
+73
620
$4K ﹤0.01%
+164
621
$3K ﹤0.01%
+5
622
$3K ﹤0.01%
112
-65,725
623
$3K ﹤0.01%
155
624
$3K ﹤0.01%
150
625
$3K ﹤0.01%
1,697
23 24
25
26 27