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
826
$6.76K ﹤0.01%
2,760
+1,300
827
$6.43K ﹤0.01%
35
828
$6.4K ﹤0.01%
200
829
$6.17K ﹤0.01%
+1,645
830
$6.09K ﹤0.01%
600
831
$5.99K ﹤0.01%
200
832
$5.89K ﹤0.01%
+207
833
$5.61K ﹤0.01%
445
-116,768
834
$5.41K ﹤0.01%
+75
835
$5.11K ﹤0.01%
+4
836
$4.99K ﹤0.01%
+264
837
$4.89K ﹤0.01%
500
838
$4.84K ﹤0.01%
2,600
839
$4.56K ﹤0.01%
1,000
840
$4.45K ﹤0.01%
40
-65,900
841
$4.43K ﹤0.01%
40
-6,160
842
$4.19K ﹤0.01%
51
843
$4.1K ﹤0.01%
1,620
-1,257
844
$3.97K ﹤0.01%
263
+35
845
$3.96K ﹤0.01%
226
+46
846
$3.96K ﹤0.01%
180
-17
847
$3.69K ﹤0.01%
+198
848
$3.61K ﹤0.01%
+181
849
$3.58K ﹤0.01%
405
850
$3.28K ﹤0.01%
+40
32 33
34
35 36