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
726
$81.4K ﹤0.01%
+600
727
$77.6K ﹤0.01%
2,173
728
$77K ﹤0.01%
1,976
729
$76.7K ﹤0.01%
228
-104,000
730
$76.2K ﹤0.01%
+9,200
731
$75.8K ﹤0.01%
678
732
$74.5K ﹤0.01%
2,706
733
$73.5K ﹤0.01%
2,546
734
$72.9K ﹤0.01%
1,000
735
$70.6K ﹤0.01%
+7,100
736
$67.9K ﹤0.01%
+1,600
737
$66.4K ﹤0.01%
150
738
$65.9K ﹤0.01%
1,144
739
$65K ﹤0.01%
3,710
740
$64.2K ﹤0.01%
+768
741
$63.2K ﹤0.01%
3,640
742
$62.6K ﹤0.01%
6,000
743
$61.6K ﹤0.01%
+2,600
744
$60.8K ﹤0.01%
+577
745
$59.4K ﹤0.01%
700
746
$59.2K ﹤0.01%
+1,700
747
$58.6K ﹤0.01%
1,420
-210
748
$58.5K ﹤0.01%
1,460
+223
749
$55.7K ﹤0.01%
3,582
+160
750
$52.1K ﹤0.01%
477
+179
28 29
30
31 32