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
801
$13.4K ﹤0.01%
175
802
$12.7K ﹤0.01%
1,000
803
$12.4K ﹤0.01%
150
-100
804
$12.3K ﹤0.01%
407
805
$11.6K ﹤0.01%
84
806
$11.1K ﹤0.01%
100
807
$11K ﹤0.01%
251
808
$10.9K ﹤0.01%
3,047
809
$10.6K ﹤0.01%
67
810
$10.5K ﹤0.01%
+36
811
$10.5K ﹤0.01%
+6,750
812
$10.3K ﹤0.01%
267
-290
813
$10.2K ﹤0.01%
200
-570,897
814
$9.9K ﹤0.01%
702
815
$9.85K ﹤0.01%
+148
816
$9.4K ﹤0.01%
+400
817
$8.9K ﹤0.01%
500
818
$8.44K ﹤0.01%
709
819
$8.35K ﹤0.01%
725
820
$8.11K ﹤0.01%
+65
821
$8.05K ﹤0.01%
91
822
$8.04K ﹤0.01%
81
823
$7.96K ﹤0.01%
130
824
$7.91K ﹤0.01%
194
-4,313
825
$7.88K ﹤0.01%
372
31 32
33
34 35