1832 Asset Management Portfolio holdings
AUM
$57.4B
1-Year Return
14.79%
This Quarter Return
+10.37%
1 Year Return
+14.79%
3 Year Return
+44.73%
5 Year Return
+137.57%
10 Year Return
+382.78%
AUM
$53B
AUM Growth
+$4.82B
(+10%)
Cap. Flow
-$627M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
25.52%
Holding
923
New
74
Increased
289
Reduced
327
Closed
98
Top Buys
| 1 |
Zscaler
ZS
|
+$218M |
| 2 |
Broadcom
AVGO
|
+$211M |
| 3 |
JPMorgan Chase
JPM
|
+$207M |
| 4 |
Progressive
PGR
|
+$167M |
| 5 |
Netflix
NFLX
|
+$165M |
Top Sells
| 1 |
Bank of Montreal
BMO
|
+$343M |
| 2 |
Bank of America
BAC
|
+$301M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$286M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$270M |
| 5 |
Eli Lilly
LLY
|
+$263M |
Sector Composition
| 1 | Financials | 18.77% |
| 2 | Technology | 18.51% |
| 3 | Industrials | 11.02% |
| 4 | Consumer Discretionary | 10.4% |
| 5 | Energy | 8.42% |
