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
$293M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$7.18M
3 +$6.82M
4
MU icon
Micron Technology
MU
+$6.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.71M

Top Sells

1 +$18.1M
2 +$14.5M
3 +$11.2M
4
TSM icon
TSMC
TSM
+$9.15M
5
UNH icon
UnitedHealth
UNH
+$5.43M

Sector Composition

1 Financials 37.24%
2 Technology 28.08%
3 Consumer Discretionary 12.45%
4 Energy 8.72%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-25,075
27
-16,051
28
-21,490