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
$349M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$43.9M
2 +$16.3M
3 +$7.62M
4
META icon
Meta Platforms (Facebook)
META
+$3.59M
5
CSGP icon
CoStar Group
CSGP
+$3.12M

Top Sells

1 +$22.5M
2 +$8.39M
3 +$5.97M
4
HD icon
Home Depot
HD
+$4.2M
5
BX icon
Blackstone
BX
+$3.37M

Sector Composition

1 Financials 30.61%
2 Technology 29.39%
3 Consumer Discretionary 26.37%
4 Healthcare 5.92%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-21,500