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
$59.3B
AUM Growth
+$32.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$945M
3
+$800M
4
TD icon
Toronto Dominion Bank
TD
+$775M
5
BNS icon
Scotiabank
BNS
+$735M

Top Sells

1
+$10.1M
2
+$5.28M
3
+$718K
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$143K
5
DVY icon
iShares Select Dividend ETF
DVY
+$125K

Sector Composition

1 Financials 20.93%
2 Technology 11.15%
3 Healthcare 10.56%
4 Industrials 10.51%
5 Energy 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$0 ﹤0.01%
98
+90
777
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-750
778
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779
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-95
780
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781
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782
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-327
783
$0 ﹤0.01%
34
+17
784
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-150
785
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786
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-930
787
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788
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-150,933
789
$0 ﹤0.01%
16
+8
790
$0 ﹤0.01%
1,040
+780
791
$0 ﹤0.01%
+224
792
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-1,298,920
793
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0
794
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795
– –
-100
796
$0 ﹤0.01%
+4
797
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-840
798
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-565
799
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-73
800
– –
-1,004
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