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
926
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927
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928
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929
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930
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931
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-844,200
932
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933
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934
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935
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936
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938
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939
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940
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941
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943
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945
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947
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-425,900
948
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949
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950
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36 37
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