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
151
$71.2M 0.04%
823,435
+494,049
152
$70.9M 0.04%
2,206,500
+2,165,700
153
$68.1M 0.04%
2,439,924
-260,084
154
$67.1M 0.04%
863,641
-107,351
155
$66.8M 0.04%
2,935,845
+782,324
156
$66.1M 0.04%
387,207
+152,648
157
$65.5M 0.04%
394,853
-15,718
158
$65M 0.04%
536,578
-22,698
159
$64M 0.04%
657,010
+26,245
160
$63.7M 0.04%
865,550
+445,550
161
$63.2M 0.04%
937,991
-714,408
162
$62.9M 0.04%
1,422,100
+1,052,800
163
$62.1M 0.04%
2,895,082
-6,583,681
164
$61.9M 0.04%
768,981
+5,491
165
$61.3M 0.04%
+312,700
166
$60.7M 0.04%
676,615
+676,247
167
$60.5M 0.04%
549,355
+118,503
168
$59.9M 0.04%
312,028
-8,072
169
$59.3M 0.04%
1,600,293
-289,824
170
$59.3M 0.04%
994,384
-65,901
171
$58.3M 0.03%
1,345,767
+77,685
172
$58.1M 0.03%
333,498
-15,548
173
$57.5M 0.03%
752,816
+447,259
174
$57.4M 0.03%
1,908,583
-693,902
175
$56.9M 0.03%
982,837
+11,158
5 6
7
8 9