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
626
$234K ﹤0.01%
487
-11,356
627
$228K ﹤0.01%
15,225
628
$226K ﹤0.01%
2,610
629
$210K ﹤0.01%
+1,969
630
$207K ﹤0.01%
23,000
+3,270
631
$203K ﹤0.01%
4,935
+4,530
632
$181K ﹤0.01%
795
633
$181K ﹤0.01%
3,000
634
$181K ﹤0.01%
4,551
+940
635
$180K ﹤0.01%
944
636
$176K ﹤0.01%
2,308
637
$174K ﹤0.01%
6,780
+830
638
$160K ﹤0.01%
8,400
639
$154K ﹤0.01%
6,792
640
$151K ﹤0.01%
44,000
+10,000
641
$151K ﹤0.01%
41,645
-303,900
642
$149K ﹤0.01%
375
-150
643
$148K ﹤0.01%
1,074
+36
644
$142K ﹤0.01%
3,215
-467,426
645
$133K ﹤0.01%
8,584
+483
646
$132K ﹤0.01%
3,078
+257
647
$132K ﹤0.01%
4,150
648
$127K ﹤0.01%
3,600
-3,156,400
649
$123K ﹤0.01%
+1,200
650
$120K ﹤0.01%
2,556
+308
24 25
26
27 28