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
826
$7.86K ﹤0.01%
103
827
$7.74K ﹤0.01%
82
828
$7.74K ﹤0.01%
2,877
+1,257
829
$6.61K ﹤0.01%
+2,686
830
$6.17K ﹤0.01%
300
-2,000
831
$6.12K ﹤0.01%
200
832
$5.99K ﹤0.01%
200
833
$5.82K ﹤0.01%
2,600
834
$5.65K ﹤0.01%
35
835
$5.55K ﹤0.01%
460
836
$5.52K ﹤0.01%
660
837
$4.84K ﹤0.01%
600
838
$4.71K ﹤0.01%
+160
839
$4.38K ﹤0.01%
50
840
$4.16K ﹤0.01%
180
841
$4.12K ﹤0.01%
1,460
842
$4.1K ﹤0.01%
197
-15
843
$3.87K ﹤0.01%
51
844
$3.69K ﹤0.01%
405
845
$3.57K ﹤0.01%
100
846
$3.42K ﹤0.01%
+400
847
$3.26K ﹤0.01%
1,000
848
$3.26K ﹤0.01%
1,000
849
$3.19K ﹤0.01%
+109
850
$2.69K ﹤0.01%
15
32 33
34
35 36