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
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$24.4K ﹤0.01%
1,250
752
$23.4K ﹤0.01%
+131
753
$23.2K ﹤0.01%
1,206
-121,441
754
$22.5K ﹤0.01%
+374
755
$22K ﹤0.01%
+233
756
$22K ﹤0.01%
3,783
757
$22K ﹤0.01%
300
758
$20.9K ﹤0.01%
245
759
$19.7K ﹤0.01%
400
760
$19.1K ﹤0.01%
+390
761
$19K ﹤0.01%
300
-691,157
762
$18.5K ﹤0.01%
+58
763
$18.4K ﹤0.01%
1
764
$17.1K ﹤0.01%
75
-93
765
$17.1K ﹤0.01%
47
766
$17.1K ﹤0.01%
+119
767
$16.9K ﹤0.01%
+412
768
$16.8K ﹤0.01%
180
769
$16.8K ﹤0.01%
10,497
770
$16.8K ﹤0.01%
150
771
$15.8K ﹤0.01%
515
+355
772
$15.3K ﹤0.01%
+224
773
$15.3K ﹤0.01%
+240
774
$15.2K ﹤0.01%
+316
775
$15.2K ﹤0.01%
+306
29 30
31
32 33