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
976
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-500
977
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-10,200
978
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-15,846
979
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-900
980
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-6,750
981
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-5,200
982
$0 ﹤0.01%
9,231
+1,600
983
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-800
984
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-3
985
– –
-165,359
986
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-114,100
987
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-6,000
988
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-7,150
989
– –
-54,983
990
– –
-7,100
991
– –
-12,571
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