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
$48.6B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$160K ﹤0.01%
2,253
-224,692
677
$157K ﹤0.01%
4,975
+4,500
678
$155K ﹤0.01%
8,400
679
$154K ﹤0.01%
1,563
-67,900
680
$152K ﹤0.01%
2,357
-174,657
681
$150K ﹤0.01%
2,308
682
$147K ﹤0.01%
20,793
+8,458
683
$142K ﹤0.01%
566
-4,984
684
$133K ﹤0.01%
3,407
685
$131K ﹤0.01%
795
-8
686
$131K ﹤0.01%
5,000
687
$125K ﹤0.01%
1,644
-48,250
688
$124K ﹤0.01%
6,792
689
$123K ﹤0.01%
944
690
$121K ﹤0.01%
4,272
691
$121K ﹤0.01%
2,828
692
$118K ﹤0.01%
1,800
-311,858
693
$118K ﹤0.01%
647
-11,595
694
$115K ﹤0.01%
12,482
-175,765
695
$113K ﹤0.01%
2,001
-30,770
696
$99.2K ﹤0.01%
5,017
697
$98.6K ﹤0.01%
721
-737
698
$95.1K ﹤0.01%
3,280
+89
699
$93K ﹤0.01%
2,661
-45
700
$92.6K ﹤0.01%
2,173
26 27
28
29 30