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
$216M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$3.95M
3 +$3.24M
4
FDX icon
FedEx
FDX
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.21M

Top Sells

1 +$6.75M
2 +$6.59M
3 +$4.96M
4
WFC icon
Wells Fargo
WFC
+$3.99M
5
AAL icon
American Airlines Group
AAL
+$3.09M

Sector Composition

1 Financials 33.32%
2 Consumer Discretionary 16.24%
3 Communication Services 16.17%
4 Healthcare 13.93%
5 Consumer Staples 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-68,250
27
-3,500
28
-68,435
29
-18,000
30
-5,000
31
-72,375