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
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$331M
3
+$254M
4
AMZN icon
Amazon
AMZN
+$204M
5
V icon
Visa
V
+$201M

Top Sells

1
+$349M
2
+$337M
3
+$335M
4
MCK icon
McKesson
MCK
+$330M
5
LLY icon
Eli Lilly
LLY
+$305M

Sector Composition

1 Financials 20.16%
2 Technology 17.01%
3 Industrials 10.79%
4 Consumer Discretionary 9.06%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9.06K ﹤0.01%
+436
802
$9.02K ﹤0.01%
+250
803
$9K ﹤0.01%
175
804
$8.99K ﹤0.01%
790
+81
805
$8.97K ﹤0.01%
+225
806
$8.85K ﹤0.01%
+256
807
$8.82K ﹤0.01%
407
808
$8.73K ﹤0.01%
+78
809
$8.62K ﹤0.01%
+320
810
$8.58K ﹤0.01%
88
+7
811
$8.52K ﹤0.01%
67
812
$8.49K ﹤0.01%
+500
813
$8.41K ﹤0.01%
103
814
$8.4K ﹤0.01%
430
+58
815
$7.91K ﹤0.01%
62
-112,653
816
$7.86K ﹤0.01%
81
+31
817
$7.65K ﹤0.01%
300
818
$7.3K ﹤0.01%
2,686
819
$7.28K ﹤0.01%
+200
820
$7.28K ﹤0.01%
650
-52
821
$7.28K ﹤0.01%
460
822
$7.18K ﹤0.01%
+125
823
$6.99K ﹤0.01%
1,357
+640
824
$6.91K ﹤0.01%
+50
825
$6.84K ﹤0.01%
660
31 32
33
34 35