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
651
$119K ﹤0.01%
6,408
+1,915
652
$115K ﹤0.01%
2,038
-790
653
$114K ﹤0.01%
447
654
$112K ﹤0.01%
721
655
$109K ﹤0.01%
1,056
-8,372
656
$102K ﹤0.01%
+190
657
$100K ﹤0.01%
1,723
658
$90.8K ﹤0.01%
2,281
-100
659
$90.2K ﹤0.01%
2,160
660
$89.4K ﹤0.01%
678
661
$89.3K ﹤0.01%
934
-210
662
$86.7K ﹤0.01%
3,207
-95
663
$85.9K ﹤0.01%
3,350
664
$85.6K ﹤0.01%
591
+141
665
$85.4K ﹤0.01%
+1,740
666
$82.7K ﹤0.01%
1,235
+381
667
$81.6K ﹤0.01%
1,803
-370
668
$81.5K ﹤0.01%
545
669
$73.3K ﹤0.01%
200
-28
670
$72.4K ﹤0.01%
2,546
671
$70.2K ﹤0.01%
2,858
672
$70.2K ﹤0.01%
1,036
673
$68K ﹤0.01%
1,160
674
$66.3K ﹤0.01%
870
-210
675
$65.7K ﹤0.01%
1,470
-39,728
25 26
27
28 29