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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
$148M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.82M
3
+$2.92M
4
UNH icon
UnitedHealth
UNH
+$1.85M
5
MS icon
Morgan Stanley
MS
+$1.81M

Top Sells

1
+$16.6M
2
+$9.09M
3
+$6.68M
4
BNY
Bank of New York Mellon
BNY
+$4.58M
5
IBM icon
IBM
IBM
+$3.84M

Sector Composition

1 Financials 62.34%
2 Consumer Staples 18.04%
3 Healthcare 13.2%
4 Technology 4.01%
5 Communication Services 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,000
27
– –
-25,000
28
– –
-1,200
29
– –
-33,535
30
– –
-109,160
31
– –
-3,000
32
– –
-8,500
1
2