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
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$210M
3
+$206M
4
MDB icon
MongoDB
MDB
+$200M
5
XOM icon
Exxon Mobil
XOM
+$196M

Top Sells

1
+$303M
2
+$270M
3
+$223M
4
BX icon
Blackstone
BX
+$218M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$186M

Sector Composition

1 Financials 20.94%
2 Technology 12.58%
3 Industrials 11.6%
4 Healthcare 11.26%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$51.8K ﹤0.01%
1,700
-900
752
$51.3K ﹤0.01%
+400
753
$51K ﹤0.01%
3,350
754
$49.4K ﹤0.01%
1,624
-320
755
$48.9K ﹤0.01%
+2,400
756
$48.7K ﹤0.01%
+6,275
757
$47.5K ﹤0.01%
+2,374
758
$46.7K ﹤0.01%
228
-20
759
$46K ﹤0.01%
975
760
$44.2K ﹤0.01%
707
+155
761
$42.9K ﹤0.01%
700
-1,954,716
762
$42K ﹤0.01%
1,000
763
$41.3K ﹤0.01%
1,000
764
$41.2K ﹤0.01%
+2,000
765
$40K ﹤0.01%
+500
766
$35.4K ﹤0.01%
774
767
$33.2K ﹤0.01%
3,700
-232
768
$32.7K ﹤0.01%
+252
769
$30K ﹤0.01%
+600
770
$30K ﹤0.01%
1
771
$29.5K ﹤0.01%
+936
772
$29.1K ﹤0.01%
168
-19
773
$27.7K ﹤0.01%
2,800
774
$27.6K ﹤0.01%
+900
775
$26.9K ﹤0.01%
3,000
-603
29 30
31
32 33