1832 Asset Management

1832 Asset Management Portfolio holdings

AUM $78.9B
1-Year Est. Return 35.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.3B
AUM Growth
+$5.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1 +$208M
2 +$140M
3 +$138M
4
PG icon
Procter & Gamble
PG
+$131M
5
SRE icon
Sempra
SRE
+$130M

Top Sells

1 +$244M
2 +$214M
3 +$199M
4
APD icon
Air Products & Chemicals
APD
+$170M
5
V icon
Visa
V
+$108M

Sector Composition

1 Financials 19.63%
2 Technology 19.12%
3 Healthcare 12.31%
4 Consumer Discretionary 9.56%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-10,878