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
651
$27K ﹤0.01%
+200
652
$26K ﹤0.01%
500
653
$25K ﹤0.01%
370
-248,794
654
$25K ﹤0.01%
960
655
$24K ﹤0.01%
400
656
$23K ﹤0.01%
368
657
$23K ﹤0.01%
2,294
-1,301
658
$22K ﹤0.01%
336
-112
659
$22K ﹤0.01%
+525
660
$22K ﹤0.01%
500
661
$21K ﹤0.01%
1,000
662
$21K ﹤0.01%
157
-3,255
663
$21K ﹤0.01%
558
-9,808
664
$19K ﹤0.01%
405
+242
665
$19K ﹤0.01%
+600
666
$18K ﹤0.01%
400
-30,790
667
$18K ﹤0.01%
150
668
$18K ﹤0.01%
3,050
669
$17K ﹤0.01%
183
670
$17K ﹤0.01%
+115
671
$17K ﹤0.01%
642
+278
672
$17K ﹤0.01%
408
+180
673
$17K ﹤0.01%
710
674
$15K ﹤0.01%
400
675
$15K ﹤0.01%
180
+95
25 26
27
28 29