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
$30.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$208M
3
+$187M
4
LULU icon
lululemon athletica
LULU
+$184M
5
PGR icon
Progressive
PGR
+$110M

Top Sells

1
+$220M
2
+$198M
3
+$183M
4
LLY icon
Eli Lilly
LLY
+$159M
5
PANW icon
Palo Alto Networks
PANW
+$136M

Sector Composition

1 Financials 23.35%
2 Technology 14.29%
3 Healthcare 10.16%
4 Energy 9.79%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
401
627
$14K ﹤0.01%
300
628
$13K ﹤0.01%
2,260
-160
629
$12K ﹤0.01%
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630
$12K ﹤0.01%
64
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631
$11K ﹤0.01%
262
632
$11K ﹤0.01%
121
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633
$11K ﹤0.01%
525
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634
$11K ﹤0.01%
710
635
$11K ﹤0.01%
36
636
$9K ﹤0.01%
163
637
$9K ﹤0.01%
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$8K ﹤0.01%
810
639
$8K ﹤0.01%
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$7K ﹤0.01%
66
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641
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$6K ﹤0.01%
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$5K ﹤0.01%
288
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648
$5K ﹤0.01%
40
649
$5K ﹤0.01%
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650
$5K ﹤0.01%
55
24 25
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27 28