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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10K ﹤0.01%
183
652
$10K ﹤0.01%
100
-21,017
653
$10K ﹤0.01%
243
-62
654
$10K ﹤0.01%
3,050
655
$9K ﹤0.01%
1,000
-50
656
$9K ﹤0.01%
725
657
$8K ﹤0.01%
40
-901
658
$8K ﹤0.01%
426
-128,448
659
$8K ﹤0.01%
20,428
660
$7K ﹤0.01%
+150
661
$7K ﹤0.01%
22
662
$7K ﹤0.01%
150
-4,074
663
$7K ﹤0.01%
316
-72,484
664
$6K ﹤0.01%
100
665
$6K ﹤0.01%
660
666
$6K ﹤0.01%
272
667
$6K ﹤0.01%
460
-350
668
$6K ﹤0.01%
175
669
$6K ﹤0.01%
403
+271
670
$5K ﹤0.01%
100
-17,726
671
$5K ﹤0.01%
+75
672
$5K ﹤0.01%
20
-975
673
$5K ﹤0.01%
+50
674
$4K ﹤0.01%
+55
675
$4K ﹤0.01%
31
25 26
27
28 29