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
851
$3.21K ﹤0.01%
+25
852
$3.2K ﹤0.01%
100
853
$3.1K ﹤0.01%
+62
854
$2.96K ﹤0.01%
+380
855
$2.84K ﹤0.01%
+187
856
$2.58K ﹤0.01%
398
-35
857
$2.27K ﹤0.01%
+54
858
$2.24K ﹤0.01%
84
859
$2.08K ﹤0.01%
+10
860
$2.05K ﹤0.01%
+243
861
$1.97K ﹤0.01%
+31
862
$1.9K ﹤0.01%
50
863
$1.9K ﹤0.01%
+9
864
$1.87K ﹤0.01%
1,697
865
$1.72K ﹤0.01%
100
-212,685
866
$1.6K ﹤0.01%
+34
867
$1.43K ﹤0.01%
5
868
$1.39K ﹤0.01%
59
869
$1.25K ﹤0.01%
155
870
$1.24K ﹤0.01%
+18
871
$1.07K ﹤0.01%
1,000
872
$1.03K ﹤0.01%
127
873
$648 ﹤0.01%
45
874
$588 ﹤0.01%
92
875
$557 ﹤0.01%
100
33 34
35
36 37