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
726
$22.5K ﹤0.01%
194
-62
727
$21K ﹤0.01%
1,250
728
$20.6K ﹤0.01%
+497
729
$19.4K ﹤0.01%
3,783
730
$19.2K ﹤0.01%
1,206
731
$18.8K ﹤0.01%
400
732
$17.9K ﹤0.01%
1,000
733
$16.9K ﹤0.01%
900
+300
734
$16.1K ﹤0.01%
287
-19
735
$15.9K ﹤0.01%
245
736
$15.9K ﹤0.01%
251
737
$15.9K ﹤0.01%
682
738
$15.8K ﹤0.01%
150
739
$15.7K ﹤0.01%
80
-430,373
740
$15.7K ﹤0.01%
475
-4,500
741
$15K ﹤0.01%
180
742
$14.4K ﹤0.01%
10,497
743
$13K ﹤0.01%
500
744
$12.5K ﹤0.01%
190
-25,952
745
$12.3K ﹤0.01%
3,047
746
$12.1K ﹤0.01%
157
-48,600
747
$11.8K ﹤0.01%
84
748
$11.3K ﹤0.01%
100
749
$11K ﹤0.01%
305
750
$10.8K ﹤0.01%
100
28 29
30
31 32