UM

Ulysses Management Portfolio holdings

AUM $464M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$7.94M
2 +$7.31M
3 +$6.38M
4
MOVE
MOVE INC COM STK NEW (DE)
MOVE
+$5.87M
5
BPOP icon
Popular Inc
BPOP
+$4.84M

Top Sells

1 +$5.13M
2 +$3.47M
3 +$2.17M
4
MSFT icon
Microsoft
MSFT
+$2M
5
C icon
Citigroup
C
+$1.88M

Sector Composition

1 Financials 22.83%
2 Technology 18.64%
3 Communication Services 11.73%
4 Consumer Discretionary 6.67%
5 Consumer Staples 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,700
52
-23,500
53
-9,000
54
-30,000
55
-25,000
56
0