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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$61.3K ﹤0.01%
1,000
677
$58.5K ﹤0.01%
660
-3,373
678
$58K ﹤0.01%
3,350
679
$57.6K ﹤0.01%
270
680
$55.7K ﹤0.01%
751
+51
681
$55.6K ﹤0.01%
400
682
$55.1K ﹤0.01%
+1,175
683
$50.1K ﹤0.01%
1,355
+755
684
$49.7K ﹤0.01%
6,241
-25,959
685
$48.5K ﹤0.01%
585
-36
686
$46K ﹤0.01%
2,200
687
$46K ﹤0.01%
899
688
$45.4K ﹤0.01%
1,000
-21
689
$44.6K ﹤0.01%
602
+15
690
$44.6K ﹤0.01%
6,933
-4,643
691
$44K ﹤0.01%
500
692
$43.9K ﹤0.01%
360
693
$41.8K ﹤0.01%
2,375
+979
694
$41.7K ﹤0.01%
1,108
695
$41.6K ﹤0.01%
289
+20
696
$39.6K ﹤0.01%
306
-125
697
$37.9K ﹤0.01%
398
+143
698
$37.5K ﹤0.01%
308
-11
699
$36.4K ﹤0.01%
850
700
$34.8K ﹤0.01%
5,512
-3,252
26 27
28
29 30