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
851
$2.67K ﹤0.01%
+11
852
$2.37K ﹤0.01%
500
-92
853
$2.37K ﹤0.01%
213
854
$2.35K ﹤0.01%
717
855
$2.24K ﹤0.01%
433
+35
856
$2.16K ﹤0.01%
84
857
$2.16K ﹤0.01%
228
-51
858
$2.08K ﹤0.01%
+50
859
$2.06K ﹤0.01%
5
860
$1.66K ﹤0.01%
1,697
861
$1.65K ﹤0.01%
59
-6
862
$1.57K ﹤0.01%
+20
863
$1.02K ﹤0.01%
+127
864
$973 ﹤0.01%
+155
865
$794 ﹤0.01%
45
866
$657 ﹤0.01%
26
867
$610 ﹤0.01%
92
868
$479 ﹤0.01%
100
869
$460 ﹤0.01%
+25
870
$393 ﹤0.01%
27
-4,097
871
$389 ﹤0.01%
35
-10
872
$299 ﹤0.01%
3
873
$148 ﹤0.01%
16
874
$119 ﹤0.01%
+15
875
$39 ﹤0.01%
3
33 34
35
36 37