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
$38.3B
AUM Growth
+$4.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
744
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$264M
3
+$260M
4
TGT icon
Target
TGT
+$255M
5
SHW icon
Sherwin-Williams
SHW
+$201M

Top Sells

1
+$405M
2
+$285M
3
+$284M
4
MSFT icon
Microsoft
MSFT
+$208M
5
IPHI
INPHI CORPORATION
IPHI
+$183M

Sector Composition

1 Financials 19.26%
2 Technology 17.92%
3 Healthcare 13.39%
4 Industrials 9.42%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8K ﹤0.01%
1,200
652
$6K ﹤0.01%
725
653
$5K ﹤0.01%
695
654
$4K ﹤0.01%
450
655
$4K ﹤0.01%
163
656
$4K ﹤0.01%
+26
657
$4K ﹤0.01%
+37
658
$4K ﹤0.01%
405
659
$4K ﹤0.01%
40
660
$3K ﹤0.01%
+56
661
$3K ﹤0.01%
+123
662
$3K ﹤0.01%
53
-45,689
663
$3K ﹤0.01%
1,697
664
$3K ﹤0.01%
+24
665
$3K ﹤0.01%
1,552
+777
666
$3K ﹤0.01%
+1,300
667
$2K ﹤0.01%
100
668
$2K ﹤0.01%
+57
669
$2K ﹤0.01%
+101
670
$2K ﹤0.01%
175
671
$2K ﹤0.01%
+40
672
$1K ﹤0.01%
1,540
673
$1K ﹤0.01%
100
674
$1K ﹤0.01%
3
-108,797
675
$1K ﹤0.01%
426
25 26
27
28 29