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
676
$4K ﹤0.01%
+202
677
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+101
678
$4K ﹤0.01%
101
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679
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102
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681
$3K ﹤0.01%
45
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682
$3K ﹤0.01%
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683
$3K ﹤0.01%
197
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685
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686
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10
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$3K ﹤0.01%
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14
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689
$2K ﹤0.01%
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$2K ﹤0.01%
10
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$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
16
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$1K ﹤0.01%
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$1K ﹤0.01%
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698
$1K ﹤0.01%
100
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699
$1K ﹤0.01%
137
700
$1K ﹤0.01%
100
26 27
28
29 30