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
201
$38.5M 0.02%
753,503
-14,265
202
$38.3M 0.02%
509,827
203
$37.5M 0.02%
195,860
+6,478
204
$37.3M 0.02%
73,942
-272,877
205
$37.1M 0.02%
1,349,520
+148,242
206
$35.4M 0.02%
1,218,993
-2,407
207
$35.3M 0.02%
774,119
+8,965
208
$35.3M 0.02%
288,393
+7,496
209
$35.1M 0.02%
714,235
+16,739
210
$35M 0.02%
89,248
-7,034
211
$34.9M 0.02%
524,079
+312,475
212
$34.9M 0.02%
800,881
+36,200
213
$34.6M 0.02%
81,358
+3,400
214
$34M 0.02%
623,945
+2,677
215
$33.8M 0.02%
1,085,676
+131,876
216
$32.8M 0.02%
427,866
-68,585
217
$31.3M 0.02%
152,183
+214
218
$30.8M 0.02%
469,407
+216,452
219
$30M 0.02%
+714,618
220
$29.9M 0.02%
217,246
-722,554
221
$29.7M 0.02%
182,021
+152,577
222
$29.6M 0.02%
456,864
-11,767
223
$29.4M 0.02%
307,297
-385,935
224
$29.2M 0.02%
201,415
+195,000
225
$28.4M 0.02%
+551,494
7 8
9
10 11