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
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$90.2K ﹤0.01%
234
+6
702
$84.4K ﹤0.01%
1,185
-67
703
$82.7K ﹤0.01%
1,065
+65
704
$79.8K ﹤0.01%
1,976
705
$78K ﹤0.01%
678
706
$76.6K ﹤0.01%
6,450
-900
707
$76.5K ﹤0.01%
1,144
708
$75.9K ﹤0.01%
2,546
709
$74K ﹤0.01%
576
-5,090
710
$70.3K ﹤0.01%
1,036
-9,000
711
$69.9K ﹤0.01%
768
712
$68.9K ﹤0.01%
1,579
-13,921
713
$68.8K ﹤0.01%
150
714
$67.5K ﹤0.01%
+12,200
715
$64.8K ﹤0.01%
3,710
716
$63.1K ﹤0.01%
1,380
-40
717
$62.7K ﹤0.01%
1,821
+1,712
718
$62.5K ﹤0.01%
3,640
719
$61.6K ﹤0.01%
3,350
720
$61.3K ﹤0.01%
577
721
$59K ﹤0.01%
1,570
-54
722
$58.5K ﹤0.01%
713
+6
723
$58.4K ﹤0.01%
700
724
$58.3K ﹤0.01%
1,700
725
$57.1K ﹤0.01%
1,058
-153,194
27 28
29
30 31