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
776
$26.3K ﹤0.01%
1,250
777
$26K ﹤0.01%
+400
778
$25.7K ﹤0.01%
278
-58
779
$25.5K ﹤0.01%
+2,700
780
$24.5K ﹤0.01%
+800
781
$21.9K ﹤0.01%
10,497
782
$21.8K ﹤0.01%
267
783
$20.6K ﹤0.01%
710
784
$20.4K ﹤0.01%
245
-567
785
$19.9K ﹤0.01%
+3,783
786
$19.8K ﹤0.01%
284
787
$19.8K ﹤0.01%
300
788
$19.8K ﹤0.01%
400
-100
789
$19.2K ﹤0.01%
+2,200
790
$19.1K ﹤0.01%
+3,600
791
$18.7K ﹤0.01%
475
-1,104,831
792
$17.8K ﹤0.01%
400
-340
793
$17.5K ﹤0.01%
+400
794
$17.2K ﹤0.01%
+900
795
$16.2K ﹤0.01%
+180
796
$15.4K ﹤0.01%
+800
797
$15.1K ﹤0.01%
47
-314,140
798
$15K ﹤0.01%
100
799
$13.8K ﹤0.01%
682
800
$13.7K ﹤0.01%
180
30 31
32
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