UAM

UAS Asset Management Portfolio holdings

AUM $463M
1-Year Est. Return 26.7%
This Quarter Est. Return
1 Year Est. Return
+26.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$5.84M
3 +$4.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.34M
5
PG icon
Procter & Gamble
PG
+$1.83M

Top Sells

1 +$12.4M
2 +$11.8M
3 +$3.2M
4
IBM icon
IBM
IBM
+$2.14M
5
UNH icon
UnitedHealth
UNH
+$559K

Sector Composition

1 Financials 55.05%
2 Consumer Staples 19.91%
3 Healthcare 13.64%
4 Communication Services 7.12%
5 Technology 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,475