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UAM

UAS Asset Management Portfolio holdings

AUM $458M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.3M
3
+$6.47M
4
AMZN icon
Amazon
AMZN
+$5.39M
5
AAPL icon
Apple
AAPL
+$2.91M

Top Sells

1
+$16.4M
2
+$13.5M
3
+$2.9M
4
FDS icon
Factset
FDS
+$2.18M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.02M

Sector Composition

1 Financials 32.13%
2 Technology 23.15%
3 Communication Services 20.73%
4 Consumer Discretionary 15.19%
5 Consumer Staples 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.05T
$147M 31.97%
305,787
-4,113
AMZN icon
2
Amazon
AMZN
$2.63T
$69.6M 15.19%
334,201
+24,486
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.44T
$54.8M 11.96%
190,573
+3,441
MSFT icon
4
Microsoft
MSFT
$3T
$50.8M 11.08%
137,237
+15,473
META icon
5
Meta Platforms (Facebook)
META
$1.48T
$40.2M 8.78%
70,315
+42,150
COST icon
6
Costco
COST
$430B
$37.2M 8.12%
37,339
-286
TSM icon
7
TSMC
TSM
$2.22T
$27.9M 6.08%
82,433
+41,687
AAPL icon
8
Apple
AAPL
$4.27T
$18.2M 3.96%
71,545
+11,163
NVDA icon
9
NVIDIA
NVDA
$5.04T
$9.3M 2.03%
53,300
-89,217
JNJ icon
10
Johnson & Johnson
JNJ
$571B
$3.13M 0.68%
12,798
-57,852
BRK.A icon
11
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.16%
1
FDS icon
12
Factset
FDS
$8.96B
– –
-7,500
JPM icon
13
JPMorgan Chase
JPM
$838B
– –
-1,339
LLY icon
14
Eli Lilly
LLY
$1.02T
– –
-2,700
PDD icon
15
Pinduoduo
PDD
$117B
– –
-15,000
TSLA icon
16
Tesla
TSLA
$1.49T
– –
-1,000