UM
Ulysses Management Portfolio holdings
AUM
$464M
This Quarter Return
+1.6%
1 Year Return
+9.19%
3 Year Return
+29.34%
5 Year Return
+51.95%
10 Year Return
+116.79%
AUM
$341M
AUM Growth
+$341M
(-8.5%)
Cap. Flow
-$25.8M
Cap. Flow
% of AUM
-7.55%
Top 10 Holdings %
Top 10 Hldgs %
73.44%
Holding
47
New
4
Increased
8
Reduced
25
Closed
8
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$21.3M |
| 2 |
Match Group
MTCH
|
$6.22M |
| 3 |
US Bancorp
USB
|
$2.62M |
| 4 |
Angi Inc
ANGI
|
$2M |
| 5 |
Home Depot
HD
|
$1.26M |
Top Sells
| 1 |
Uber
UBER
|
$9.97M |
| 2 |
Amazon
AMZN
|
$8.02M |
| 3 |
T-Mobile US
TMUS
|
$7.58M |
| 4 |
Microsoft
MSFT
|
$5.73M |
| 5 |
Caesars Entertainment
CZR
|
$4.49M |
Sector Composition
| 1 | Technology | 33.66% |
| 2 | Communication Services | 24.74% |
| 3 | Financials | 13.68% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 2.37% |
