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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$42K ﹤0.01%
+400
602
$41K ﹤0.01%
+621
603
$40K ﹤0.01%
135
-1,891
604
$37K ﹤0.01%
230
-209,633
605
$35K ﹤0.01%
284
606
$35K ﹤0.01%
431
+31
607
$30K ﹤0.01%
1,068
+108
608
$30K ﹤0.01%
2,800
609
$29K ﹤0.01%
1,300
-26,637
610
$29K ﹤0.01%
583
611
$28K ﹤0.01%
415
-4,823
612
$26K ﹤0.01%
640
-4,586
613
$26K ﹤0.01%
+2,600
614
$25K ﹤0.01%
800
615
$25K ﹤0.01%
400
616
$25K ﹤0.01%
710
617
$24K ﹤0.01%
540
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618
$24K ﹤0.01%
1,100
619
$24K ﹤0.01%
2,171
620
$23K ﹤0.01%
100
621
$23K ﹤0.01%
1,050
-129,550
622
$23K ﹤0.01%
500
623
$23K ﹤0.01%
6,000
624
$23K ﹤0.01%
500
625
$22K ﹤0.01%
93
-820
23 24
25
26 27