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
701
$34.4K ﹤0.01%
3,000
702
$34.3K ﹤0.01%
2,100
+100
703
$33.8K ﹤0.01%
975
704
$33.3K ﹤0.01%
2,511
-1,073
705
$33K ﹤0.01%
2,800
706
$32.8K ﹤0.01%
+156
707
$30K ﹤0.01%
662
+62
708
$27K ﹤0.01%
574
-5,656
709
$24.9K ﹤0.01%
558
+43
710
$24.9K ﹤0.01%
3,000
711
$24.6K ﹤0.01%
2,040
+740
712
$23.8K ﹤0.01%
251
713
$22.9K ﹤0.01%
400
714
$22.3K ﹤0.01%
126
715
$22.3K ﹤0.01%
138
+71
716
$21.5K ﹤0.01%
1,400
+400
717
$21.1K ﹤0.01%
589
-843,219
718
$21K ﹤0.01%
10,497
719
$19.9K ﹤0.01%
3,783
-580
720
$18.9K ﹤0.01%
+589
721
$18.7K ﹤0.01%
475
722
$18K ﹤0.01%
115
+39
723
$16.7K ﹤0.01%
203
-488,382
724
$16.7K ﹤0.01%
420
-100,850
725
$16.3K ﹤0.01%
249
-159
27 28
29
30 31