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
776
$10K ﹤0.01%
237
-30
777
$10K ﹤0.01%
1,500
778
$9K ﹤0.01%
+709
779
$9K ﹤0.01%
267
-33
780
$9K ﹤0.01%
500
781
$9K ﹤0.01%
91
+11
782
$9K ﹤0.01%
+161
783
$9K ﹤0.01%
200
784
$9K ﹤0.01%
250
785
$9K ﹤0.01%
150
786
$9K ﹤0.01%
450
-115
787
$8K ﹤0.01%
702
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788
$8K ﹤0.01%
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789
$8K ﹤0.01%
130
-27
790
$8K ﹤0.01%
1,005
+600
791
$8K ﹤0.01%
100
792
$8K ﹤0.01%
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793
$7K ﹤0.01%
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794
$7K ﹤0.01%
372
-64
795
$7K ﹤0.01%
82
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796
$7K ﹤0.01%
5
797
$7K ﹤0.01%
35
+15
798
$6K ﹤0.01%
+65
799
$6K ﹤0.01%
1,050
+50
800
$6K ﹤0.01%
+200
30 31
32
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