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 20.94%
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
– –
-950
777
– –
-600
778
– –
-565
779
– –
-1,000
780
– –
-92
781
– –
-2,115
782
$0 ﹤0.01%
98
+90
783
– –
-750
784
– –
-37
785
– –
-95
786
– –
-220
787
– –
-214
788
– –
-327
789
$0 ﹤0.01%
34
+17
790
– –
-150
791
– –
-1,001
792
– –
-930
793
– –
-26
794
– –
-150,933
795
– –
-100
796
$0 ﹤0.01%
+4
797
– –
-840
798
– –
-565
799
– –
-73
800
– –
-1,004
28 29 30 31
32