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
$51.4B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$353M
2
+$306M
3
+$293M
4
NOW icon
ServiceNow
NOW
+$215M
5
CFLT icon
Confluent
CFLT
+$205M

Top Sells

1
+$287M
2
+$243M
3
+$203M
4
SYK icon
Stryker
SYK
+$175M
5
MSFT icon
Microsoft
MSFT
+$167M

Sector Composition

1 Financials 18.35%
2 Technology 17.78%
3 Industrials 10.8%
4 Consumer Discretionary 9.44%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$84.6K ﹤0.01%
1,410
-591
677
$83.9K ﹤0.01%
2,661
678
$80.4K ﹤0.01%
1,976
679
$76.6K ﹤0.01%
2,546
680
$74.2K ﹤0.01%
768
681
$71.8K ﹤0.01%
150
682
$71.4K ﹤0.01%
1,000
-65
683
$70.2K ﹤0.01%
3,710
684
$68.8K ﹤0.01%
1,036
685
$68.6K ﹤0.01%
1,380
686
$67.9K ﹤0.01%
+1,160
687
$64.9K ﹤0.01%
3,350
688
$63.4K ﹤0.01%
3,640
689
$63.4K ﹤0.01%
577
690
$62.8K ﹤0.01%
842
-1,411
691
$59.5K ﹤0.01%
700
692
$54K ﹤0.01%
1,050
693
$52.7K ﹤0.01%
1,000
694
$50.7K ﹤0.01%
206
-28,194
695
$50K ﹤0.01%
3,350
-33,250
696
$49.9K ﹤0.01%
975
697
$45.9K ﹤0.01%
4,900
+200
698
$42.4K ﹤0.01%
536
+162
699
$40K ﹤0.01%
1,000
700
$39.3K ﹤0.01%
270
26 27
28
29 30