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
701
$1K ﹤0.01%
+9
702
$1K ﹤0.01%
5
-1,599
703
$1K ﹤0.01%
+9
704
$1K ﹤0.01%
+109
705
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0
706
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707
– –
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708
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-1,046
709
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710
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711
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712
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-2,303
713
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714
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-4,504
715
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716
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717
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718
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719
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720
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721
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722
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723
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724
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-1,714
725
– –
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