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
676
$13K ﹤0.01%
2,903
-145
677
$12K ﹤0.01%
+512
678
$12K ﹤0.01%
1,000
-3,000
679
$12K ﹤0.01%
+80
680
$12K ﹤0.01%
+200
681
$11K ﹤0.01%
810
682
$11K ﹤0.01%
200
683
$11K ﹤0.01%
20,428
684
$10K ﹤0.01%
300
685
$10K ﹤0.01%
198
686
$10K ﹤0.01%
+2
687
$10K ﹤0.01%
+100
688
$9K ﹤0.01%
725
689
$8K ﹤0.01%
40
-718,460
690
$8K ﹤0.01%
+16
691
$8K ﹤0.01%
+30
692
$7K ﹤0.01%
450
693
$7K ﹤0.01%
660
694
$7K ﹤0.01%
22
695
$7K ﹤0.01%
+64
696
$7K ﹤0.01%
175
697
$7K ﹤0.01%
+150
698
$7K ﹤0.01%
+19
699
$6K ﹤0.01%
1,400
700
$6K ﹤0.01%
695
26 27
28
29 30