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
626
$45K ﹤0.01%
1,000
627
$44K ﹤0.01%
4,100
628
$44K ﹤0.01%
2,314
-8,808
629
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3,200
630
$40K ﹤0.01%
1,000
-414
631
$38K ﹤0.01%
400
632
$38K ﹤0.01%
200
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633
$38K ﹤0.01%
317
+262
634
$34K ﹤0.01%
400
635
$33K ﹤0.01%
1,700
-2,000
636
$33K ﹤0.01%
250
637
$33K ﹤0.01%
625
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638
$32K ﹤0.01%
1,000
-568,925
639
$32K ﹤0.01%
2,800
640
$32K ﹤0.01%
1,500
641
$30K ﹤0.01%
700
642
$30K ﹤0.01%
715
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643
$29K ﹤0.01%
+1,620
644
$29K ﹤0.01%
1,100
645
$28K ﹤0.01%
640
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646
$28K ﹤0.01%
6,000
647
$27K ﹤0.01%
800
648
$27K ﹤0.01%
209
+162
649
$27K ﹤0.01%
500
650
$27K ﹤0.01%
1,375
24 25
26
27 28