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
$49.6B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$232M
3
+$221M
4
JNJ icon
Johnson & Johnson
JNJ
+$211M
5
PGR icon
Progressive
PGR
+$209M

Top Sells

1
+$457M
2
+$366M
3
+$323M
4
COST icon
Costco
COST
+$300M
5
XYZ
Block Inc
XYZ
+$242M

Sector Composition

1 Financials 20.99%
2 Technology 13.34%
3 Healthcare 10.8%
4 Industrials 9.82%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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0
927
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-206
928
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929
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-115,100
930
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-57,900
931
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932
– –
-3,912
933
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-2,610
934
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935
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-1,530
936
$0 ﹤0.01%
3
-1
937
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-204
938
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-6,872
939
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-2,905
940
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941
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942
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943
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944
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945
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946
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947
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948
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-29,044
949
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-75,900
950
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-1
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