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 23.37%
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
676
$1K ﹤0.01%
+15
677
$1K ﹤0.01%
+17
678
$1K ﹤0.01%
100
+35
679
$1K ﹤0.01%
200
680
$1K ﹤0.01%
+100
681
$1K ﹤0.01%
+17
682
$1K ﹤0.01%
14
-186
683
$0 ﹤0.01%
+600
684
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685
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686
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687
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688
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-190
689
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690
$0 ﹤0.01%
18
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694
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695
– –
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696
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697
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699
– –
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700
– –
-6,800
26 27
28
29 30