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
801
$6K ﹤0.01%
200
802
$6K ﹤0.01%
725
803
$6K ﹤0.01%
51
804
$6K ﹤0.01%
400
+199
805
$6K ﹤0.01%
+71
806
$6K ﹤0.01%
+600
807
$5K ﹤0.01%
100
-230,700
808
$5K ﹤0.01%
600
-500
809
$5K ﹤0.01%
50
-552
810
$5K ﹤0.01%
21
-1,781
811
$5K ﹤0.01%
460
812
$5K ﹤0.01%
1,620
-1,508
813
$4K ﹤0.01%
660
814
$4K ﹤0.01%
+160
815
$3K ﹤0.01%
198
+15
816
$3K ﹤0.01%
398
817
$3K ﹤0.01%
40
818
$3K ﹤0.01%
6,000
819
$2K ﹤0.01%
100
-2,260,400
820
$2K ﹤0.01%
1,697
821
$2K ﹤0.01%
69
-11
822
$2K ﹤0.01%
84
823
$2K ﹤0.01%
225
-446
824
$1K ﹤0.01%
100
825
$1K ﹤0.01%
+852
31 32
33
34 35