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
901
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902
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-624,000
903
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904
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905
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906
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-1,527,100
907
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908
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909
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910
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-1,400,000
911
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912
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913
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-88,900
914
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-154,100
915
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-42,270
916
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917
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918
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920
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921
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922
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-768
923
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-577
924
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925
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-190,700
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