UM
Ulysses Management Portfolio holdings
AUM
$464M
1-Year Return
9.19%
This Quarter Return
+1.09%
1 Year Return
+9.19%
3 Year Return
+29.34%
5 Year Return
+51.95%
10 Year Return
+116.79%
AUM
$224M
AUM Growth
-$36.5M
(-14%)
Cap. Flow
-$47.5M
Cap. Flow
% of AUM
-21.18%
Top 10 Holdings %
Top 10 Hldgs %
76.11%
Holding
54
New
8
Increased
8
Reduced
11
Closed
8
Top Buys
| 1 |
Expedia Group
EXPE
|
$8.03M |
| 2 |
OUTR
OUTERWALL INC
OUTR
|
$3.75M |
| 3 |
Ericsson
ERIC
|
$1.67M |
| 4 |
Exxon Mobil
XOM
|
$1.51M |
| 5 |
InterDigital
IDCC
|
$1.49M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$15M |
| 2 |
Vodafone
VOD
|
$12.8M |
| 3 |
American International
AIG
|
$10.5M |
| 4 |
SFLY
Shutterfly, Inc.
SFLY
|
$7.82M |
| 5 |
T-Mobile US
TMUS
|
$5.78M |
Sector Composition
| 1 | Financials | 22.27% |
| 2 | Technology | 15.38% |
| 3 | Communication Services | 9.02% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Consumer Staples | 7.46% |