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
$314M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.73M
3 +$6.02M
4
WBA
Walgreens Boots Alliance
WBA
+$2.82M
5
GE icon
GE Aerospace
GE
+$2.05M

Top Sells

1 +$7.87M
2 +$7.6M
3 +$1.97M
4
MOVE
MOVE INC COM STK NEW (DE)
MOVE
+$716K
5
AMZN icon
Amazon
AMZN
+$650K

Sector Composition

1 Financials 20.43%
2 Technology 15.32%
3 Communication Services 13.89%
4 Consumer Discretionary 5.97%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0