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
$347M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$24.5M
3 +$3.16M
4
BAC icon
Bank of America
BAC
+$2.33M
5
C icon
Citigroup
C
+$2.3M

Top Sells

1 +$25.4M
2 +$10.1M
3 +$9.83M
4
AMZN icon
Amazon
AMZN
+$7.97M
5
COST icon
Costco
COST
+$4.78M

Sector Composition

1 Technology 31.47%
2 Financials 27.01%
3 Consumer Discretionary 21.48%
4 Communication Services 9.65%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-4,000