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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$505K ﹤0.01%
+2,893
602
$489K ﹤0.01%
5,583
+474
603
$475K ﹤0.01%
3,858
+31
604
$464K ﹤0.01%
9,000
605
$457K ﹤0.01%
18,548
+110
606
$452K ﹤0.01%
9,950
+8
607
$440K ﹤0.01%
2,412
608
$440K ﹤0.01%
8,778
+2,000
609
$428K ﹤0.01%
13,000
610
$418K ﹤0.01%
6,871
+62
611
$382K ﹤0.01%
1,468
-320
612
$381K ﹤0.01%
+1,200
613
$358K ﹤0.01%
9,447
+2,102
614
$344K ﹤0.01%
7,120
615
$342K ﹤0.01%
11,839
+418
616
$287K ﹤0.01%
+3,014
617
$278K ﹤0.01%
3,600
-57
618
$277K ﹤0.01%
9,967
-97,752
619
$274K ﹤0.01%
8,969
+363
620
$273K ﹤0.01%
1,008
+153
621
$265K ﹤0.01%
3,500
622
$249K ﹤0.01%
16,335
-10,365
623
$247K ﹤0.01%
+1,100
624
$245K ﹤0.01%
5,000
625
$237K ﹤0.01%
4,908
23 24
25
26 27