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
$51.4B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$353M
2
+$306M
3
+$293M
4
NOW icon
ServiceNow
NOW
+$215M
5
CFLT icon
Confluent
CFLT
+$205M

Top Sells

1
+$287M
2
+$243M
3
+$203M
4
SYK icon
Stryker
SYK
+$175M
5
MSFT icon
Microsoft
MSFT
+$167M

Sector Composition

1 Financials 18.35%
2 Technology 17.78%
3 Industrials 10.8%
4 Consumer Discretionary 9.44%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$38.9K ﹤0.01%
565
702
$37.9K ﹤0.01%
+600
703
$35.5K ﹤0.01%
3,000
704
$35.4K ﹤0.01%
+700
705
$35K ﹤0.01%
1,070
-270
706
$34.1K ﹤0.01%
381
-531,183
707
$33.6K ﹤0.01%
270
-19
708
$33.5K ﹤0.01%
242
709
$32.6K ﹤0.01%
2,800
710
$32.5K ﹤0.01%
500
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711
$32K ﹤0.01%
908
-2,529,085
712
$31.6K ﹤0.01%
936
713
$31.5K ﹤0.01%
281
-12,600
714
$31.1K ﹤0.01%
404
+188
715
$30.7K ﹤0.01%
379
+155
716
$30.3K ﹤0.01%
2,000
+1,555
717
$29K ﹤0.01%
76
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718
$27.5K ﹤0.01%
408
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719
$26.1K ﹤0.01%
158
720
$25.9K ﹤0.01%
500
721
$25.7K ﹤0.01%
114
-6,886
722
$25.4K ﹤0.01%
+462
723
$24.6K ﹤0.01%
+395
724
$24.2K ﹤0.01%
132
-18,663
725
$23.4K ﹤0.01%
3,000
27 28
29
30 31