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
$56B
AUM Growth
-$3.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$265M
3
+$225M
4
MSFT icon
Microsoft
MSFT
+$222M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$193M

Top Sells

1
+$351M
2
+$266M
3
+$228M
4
AVGO icon
Broadcom
AVGO
+$217M
5
ZETA icon
Zeta Global
ZETA
+$197M

Sector Composition

1 Financials 21.04%
2 Technology 18.77%
3 Consumer Discretionary 10.64%
4 Industrials 10.1%
5 Energy 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$444K ﹤0.01%
4,241
+237
602
$441K ﹤0.01%
18,497
-264
603
$435K ﹤0.01%
1,501
604
$434K ﹤0.01%
10,138
+565
605
$432K ﹤0.01%
4,646
-3,330
606
$429K ﹤0.01%
5,431
607
$416K ﹤0.01%
3,148
-71
608
$404K ﹤0.01%
+8,456
609
$376K ﹤0.01%
+2,037
610
$363K ﹤0.01%
2,756
-87
611
$349K ﹤0.01%
1,211
612
$345K ﹤0.01%
6,890
-113
613
$338K ﹤0.01%
+5,897
614
$320K ﹤0.01%
14,953
-324,090
615
$311K ﹤0.01%
7,120
616
$293K ﹤0.01%
6,642
617
$271K ﹤0.01%
1,150
618
$266K ﹤0.01%
1,100
619
$253K ﹤0.01%
8,726
-1,618
620
$246K ﹤0.01%
6,299
+349
621
$238K ﹤0.01%
2,611
-5,292
622
$235K ﹤0.01%
866
623
$230K ﹤0.01%
7,411
+411
624
$224K ﹤0.01%
5,000
-3,198
625
$223K ﹤0.01%
+10,400
23 24
25
26 27