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
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$210M
3
+$206M
4
MDB icon
MongoDB
MDB
+$200M
5
XOM icon
Exxon Mobil
XOM
+$196M

Top Sells

1
+$303M
2
+$270M
3
+$223M
4
BX icon
Blackstone
BX
+$218M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$186M

Sector Composition

1 Financials 20.94%
2 Technology 12.58%
3 Industrials 11.6%
4 Healthcare 11.26%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$144K ﹤0.01%
+2,610
702
$140K ﹤0.01%
+5,200
703
$126K ﹤0.01%
+6,200
704
$124K ﹤0.01%
375
705
$123K ﹤0.01%
+322
706
$120K ﹤0.01%
3,407
-2,031
707
$119K ﹤0.01%
803
708
$113K ﹤0.01%
5,000
+3,326
709
$113K ﹤0.01%
7,350
-1,100
710
$109K ﹤0.01%
2,828
711
$109K ﹤0.01%
6,792
712
$107K ﹤0.01%
716
-8,362
713
$106K ﹤0.01%
1,008
714
$99.6K ﹤0.01%
5,017
715
$99.3K ﹤0.01%
944
716
$93.5K ﹤0.01%
+6,700
717
$90.5K ﹤0.01%
1,252
-100
718
$88.2K ﹤0.01%
12,335
-195
719
$86.8K ﹤0.01%
1,340
720
$85.9K ﹤0.01%
+21,100
721
$84.3K ﹤0.01%
12,934
-1,765,674
722
$82.8K ﹤0.01%
2,500
723
$82.1K ﹤0.01%
3,191
+1,905
724
$81.8K ﹤0.01%
6,000
-600
725
$81.6K ﹤0.01%
+10,200
27 28
29
30 31