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
651
$5K ﹤0.01%
1,000
652
$4K ﹤0.01%
425
653
$3K ﹤0.01%
2,250
-500
654
$3K ﹤0.01%
695
655
$3K ﹤0.01%
950
656
$3K ﹤0.01%
53
657
$3K ﹤0.01%
+515
658
$2K ﹤0.01%
1,697
-1,500
659
$2K ﹤0.01%
+31
660
$2K ﹤0.01%
124
+99
661
$2K ﹤0.01%
+100
662
$1K ﹤0.01%
10
663
$1K ﹤0.01%
+5
664
$1K ﹤0.01%
+36
665
$1K ﹤0.01%
+71
666
$1K ﹤0.01%
+94
667
$1K ﹤0.01%
40
668
$1K ﹤0.01%
+339
669
$1K ﹤0.01%
+409
670
$1K ﹤0.01%
15
-8,198
671
$1K ﹤0.01%
200
+160
672
$1K ﹤0.01%
+48
673
$1K ﹤0.01%
+80
674
$1K ﹤0.01%
13
-6
675
$1K ﹤0.01%
4
-3,885
25 26
27
28 29