1832 Asset Management

1832 Asset Management Portfolio holdings

AUM $78.9B
1-Year Est. Return 35.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.5B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$621M
2
+$466M
3
+$287M
4
UNH icon
UnitedHealth
UNH
+$247M
5
MCD icon
McDonald's
MCD
+$228M

Top Sells

1
+$516M
2
+$486M
3
+$454M
4
A icon
Agilent Technologies
A
+$396M
5
NVDA icon
NVIDIA
NVDA
+$387M

Sector Composition

1 Technology 21.1%
2 Financials 20.49%
3 Healthcare 9.42%
4 Industrials 9.18%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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825
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-1,400
31 32
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