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
726
$52.4K ﹤0.01%
1,050
-364,471
727
$50.9K ﹤0.01%
975
728
$48.6K ﹤0.01%
1,340
729
$47.5K ﹤0.01%
1,000
730
$47K ﹤0.01%
1,374
-86
731
$46.6K ﹤0.01%
950
-1,151,900
732
$45.7K ﹤0.01%
1,000
733
$45.4K ﹤0.01%
+565
734
$42.7K ﹤0.01%
3,174
-408
735
$41.1K ﹤0.01%
4,700
+1,000
736
$39.4K ﹤0.01%
1,340
+630
737
$38K ﹤0.01%
270
-47,645
738
$37.3K ﹤0.01%
252
739
$34K ﹤0.01%
289
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740
$33.6K ﹤0.01%
3,000
741
$33.4K ﹤0.01%
2,800
742
$31.6K ﹤0.01%
936
743
$30.5K ﹤0.01%
278
744
$30.3K ﹤0.01%
464
+64
745
$30.3K ﹤0.01%
+256
746
$28K ﹤0.01%
500
-200
747
$26.5K ﹤0.01%
+242
748
$25.1K ﹤0.01%
158
-322,029
749
$25K ﹤0.01%
+3,000
750
$24.8K ﹤0.01%
263
-4
28 29
30
31 32