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
$49.6B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$232M
3
+$221M
4
JNJ icon
Johnson & Johnson
JNJ
+$211M
5
PGR icon
Progressive
PGR
+$209M

Top Sells

1
+$457M
2
+$366M
3
+$323M
4
COST icon
Costco
COST
+$300M
5
XYZ
Block Inc
XYZ
+$242M

Sector Composition

1 Financials 20.99%
2 Technology 13.34%
3 Healthcare 10.8%
4 Industrials 9.82%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
400
752
$19K ﹤0.01%
710
753
$18K ﹤0.01%
470
754
$17K ﹤0.01%
300
-1,105,764
755
$17K ﹤0.01%
415
756
$16K ﹤0.01%
300
757
$16K ﹤0.01%
180
758
$16K ﹤0.01%
3,047
759
$15K ﹤0.01%
+216
760
$15K ﹤0.01%
100
761
$14K ﹤0.01%
682
762
$14K ﹤0.01%
583
763
$14K ﹤0.01%
400
764
$14K ﹤0.01%
+479
765
$13K ﹤0.01%
1,000
766
$13K ﹤0.01%
251
767
$12K ﹤0.01%
103
768
$11K ﹤0.01%
500
769
$11K ﹤0.01%
84
770
$11K ﹤0.01%
175
771
$11K ﹤0.01%
67
-200
772
$11K ﹤0.01%
2,600
773
$11K ﹤0.01%
407
774
$10K ﹤0.01%
37
-9
775
$10K ﹤0.01%
205
-45
29 30
31
32 33