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
$61.3B
AUM Growth
+$4.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$491M
2
+$452M
3
+$404M
4
CRWD icon
CrowdStrike
CRWD
+$320M
5
CVX icon
Chevron
CVX
+$320M

Top Sells

1
+$537M
2
+$426M
3
+$423M
4
AMD icon
Advanced Micro Devices
AMD
+$349M
5
EL icon
Estee Lauder
EL
+$312M

Sector Composition

1 Financials 21.73%
2 Technology 15.84%
3 Industrials 9.68%
4 Healthcare 8.44%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K ﹤0.01%
150
827
$11K ﹤0.01%
+46
828
$11K ﹤0.01%
+250
829
$11K ﹤0.01%
+436
830
$11K ﹤0.01%
+157
831
$11K ﹤0.01%
+148
832
$10K ﹤0.01%
258
-301
833
$10K ﹤0.01%
+85
834
$10K ﹤0.01%
+36
835
$10K ﹤0.01%
+300
836
$10K ﹤0.01%
100
-12,863
837
$10K ﹤0.01%
198
-51
838
$10K ﹤0.01%
5
839
$10K ﹤0.01%
+206
840
$10K ﹤0.01%
+1,000
841
$9K ﹤0.01%
725
842
$9K ﹤0.01%
+2,686
843
$9K ﹤0.01%
+80
844
$9K ﹤0.01%
200
845
$9K ﹤0.01%
+204
846
$9K ﹤0.01%
+250
847
$8K ﹤0.01%
+300
848
$8K ﹤0.01%
100
+84
849
$8K ﹤0.01%
+67
850
$7K ﹤0.01%
+1,000
32 33
34
35 36