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
$54.7B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$226M
3
+$213M
4
NVDA icon
NVIDIA
NVDA
+$201M
5
SYK icon
Stryker
SYK
+$187M

Top Sells

1
+$338M
2
+$334M
3
+$320M
4
LULU icon
lululemon athletica
LULU
+$241M
5
AVGO icon
Broadcom
AVGO
+$239M

Sector Composition

1 Financials 20.48%
2 Technology 17.47%
3 Industrials 11.14%
4 Consumer Discretionary 10.03%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.02K ﹤0.01%
19
852
$951 ﹤0.01%
+62
853
$885 ﹤0.01%
45
854
$873 ﹤0.01%
+100
855
$799 ﹤0.01%
20
856
$774 ﹤0.01%
160
857
$768 ﹤0.01%
+240
858
$756 ﹤0.01%
92
859
$727 ﹤0.01%
8
-29
860
$588 ﹤0.01%
27
861
$360 ﹤0.01%
1,000
862
$313 ﹤0.01%
+100
863
$292 ﹤0.01%
11
864
$278 ﹤0.01%
100
865
$197 ﹤0.01%
100
866
$108 ﹤0.01%
+10
867
$94 ﹤0.01%
5
868
$94 ﹤0.01%
8
869
$78 ﹤0.01%
21
870
$74 ﹤0.01%
22
871
$66 ﹤0.01%
15
-5
872
– –
0
873
$5 ﹤0.01%
5
874
– –
-44,329
875
– –
-38,530
33 34
35
36 37