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
$174M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$6.92M
2 +$6.67M
3 +$5.27M
4
FDX icon
FedEx
FDX
+$4.06M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.86M

Top Sells

1 +$8.73M
2 +$5.58M
3 +$5.32M
4
AIG icon
American International
AIG
+$4.91M
5
PFE icon
Pfizer
PFE
+$3.39M

Sector Composition

1 Financials 34.12%
2 Healthcare 18.93%
3 Communication Services 16.75%
4 Consumer Staples 11.2%
5 Consumer Discretionary 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-75,235
27
-87,875
28
-14,735
29
-21,583
30
-109,959
31
-10,000
32
-3,000