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
$48.1B
AUM Growth
-$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$256M
2
+$230M
3
+$175M
4
CRWD icon
CrowdStrike
CRWD
+$160M
5
COP icon
ConocoPhillips
COP
+$148M

Top Sells

1
+$340M
2
+$320M
3
+$234M
4
ASML icon
ASML
ASML
+$207M
5
MCD icon
McDonald's
MCD
+$181M

Sector Composition

1 Financials 19.02%
2 Technology 15.44%
3 Industrials 10.92%
4 Energy 9.91%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$68.5K ﹤0.01%
150
677
$68.4K ﹤0.01%
3,350
678
$67K ﹤0.01%
7,700
+2,800
679
$65.8K ﹤0.01%
1,036
680
$64.3K ﹤0.01%
2,546
681
$60.2K ﹤0.01%
577
682
$58.4K ﹤0.01%
1,160
683
$57.7K ﹤0.01%
700
684
$56.5K ﹤0.01%
830
+230
685
$55.1K ﹤0.01%
3,640
686
$54.1K ﹤0.01%
450
+180
687
$51.8K ﹤0.01%
1,000
688
$49K ﹤0.01%
1,000
689
$48.8K ﹤0.01%
1,050
690
$48K ﹤0.01%
3,350
691
$46K ﹤0.01%
587
-26,086
692
$44.7K ﹤0.01%
215
+101
693
$44.5K ﹤0.01%
+1,750
694
$42.9K ﹤0.01%
1,108
+200
695
$41.6K ﹤0.01%
975
696
$40.5K ﹤0.01%
270
697
$38.3K ﹤0.01%
306
+112
698
$37.8K ﹤0.01%
360
+79
699
$37.7K ﹤0.01%
+779
700
$36.9K ﹤0.01%
400
-96,600
26 27
28
29 30