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
$327M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$6.63M
3 +$3.35M
4
AAPL icon
Apple
AAPL
+$2.96M
5
MSFT icon
Microsoft
MSFT
+$2.75M

Top Sells

1 +$11.9M
2 +$7.65M
3 +$5.5M
4
AMZN icon
Amazon
AMZN
+$4.18M
5
TSLA icon
Tesla
TSLA
+$4.12M

Sector Composition

1 Financials 32.42%
2 Technology 32.22%
3 Consumer Discretionary 27%
4 Consumer Staples 4.05%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206K 0.06%
+1,250
27
$62K 0.02%
2,006
-3,010
28
-5,000
29
-31,104
30
-5,350
31
-12,500