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
$51.7B
AUM Growth
+$5.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$449M
3
+$382M
4
SNAP icon
Snap
SNAP
+$236M
5
SPGI icon
S&P Global
SPGI
+$234M

Top Sells

1
+$349M
2
+$349M
3
+$334M
4
JPM icon
JPMorgan Chase
JPM
+$332M
5
MS icon
Morgan Stanley
MS
+$315M

Sector Composition

1 Financials 22.15%
2 Technology 19.29%
3 Healthcare 9.35%
4 Communication Services 9.12%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$118K ﹤0.01%
+5,017
602
$118K ﹤0.01%
+2,173
603
$92K ﹤0.01%
+20,245
604
$92K ﹤0.01%
527
-8,755
605
$89K ﹤0.01%
2,126
-3,550
606
$89K ﹤0.01%
1,000
607
$87K ﹤0.01%
+15,854
608
$85K ﹤0.01%
+583
609
$76K ﹤0.01%
1,416
-18,970
610
$74K ﹤0.01%
678
611
$74K ﹤0.01%
150
612
$72K ﹤0.01%
1,250
613
$67K ﹤0.01%
975
614
$61K ﹤0.01%
161
-6,448
615
$60K ﹤0.01%
3,100
616
$58K ﹤0.01%
1,000
617
$58K ﹤0.01%
1,700
618
$56K ﹤0.01%
608
-3,416,022
619
$56K ﹤0.01%
250
620
$54K ﹤0.01%
700
621
$54K ﹤0.01%
895
+195
622
$53K ﹤0.01%
1,596
+1,240
623
$53K ﹤0.01%
150
-72,300
624
$50K ﹤0.01%
300
625
$50K ﹤0.01%
1,000
23 24
25
26 27