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
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$713M
2
+$506M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$278M
5
KLAC icon
KLA
KLAC
+$252M

Top Sells

1
+$548M
2
+$487M
3
+$424M
4
NVDA icon
NVIDIA
NVDA
+$420M
5
A icon
Agilent Technologies
A
+$363M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-30,800
752
– –
-1,215
753
– –
0
754
– –
-25,000
755
$0 ﹤0.01%
45
-484,800
756
– –
-1,184
757
– –
-14,775
758
$0 ﹤0.01%
130
759
– –
-12,602
760
$0 ﹤0.01%
18
761
– –
-2,507
762
– –
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763
– –
-1,755
764
– –
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765
– –
-655
766
– –
-33,100
767
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768
– –
0
769
$0 ﹤0.01%
+2
770
– –
-213,193
771
– –
-5,396
772
– –
-36,901
773
– –
-31,600
774
– –
-177,500
775
– –
-450
29 30
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32 33