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
601
$39K ﹤0.01%
300
602
$38K ﹤0.01%
250
603
$36K ﹤0.01%
800
604
$34K ﹤0.01%
1,000
605
$33K ﹤0.01%
+393
606
$32K ﹤0.01%
855
-7,845
607
$31K ﹤0.01%
1,048
-108
608
$30K ﹤0.01%
+30
609
$30K ﹤0.01%
1,000
610
$29K ﹤0.01%
+720
611
$29K ﹤0.01%
2,800
612
$28K ﹤0.01%
1,000
613
$26K ﹤0.01%
400
614
$23K ﹤0.01%
3,200
615
$23K ﹤0.01%
+431
616
$23K ﹤0.01%
525
617
$22K ﹤0.01%
590
-18
618
$21K ﹤0.01%
+243
619
$20K ﹤0.01%
640
620
$20K ﹤0.01%
3,050
621
$19K ﹤0.01%
300
622
$18K ﹤0.01%
400
623
$17K ﹤0.01%
561
-33
624
$17K ﹤0.01%
300
625
$17K ﹤0.01%
500
23 24
25
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