UM

Ulysses Management Portfolio holdings

AUM $381M
1-Year Est. Return 9.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$4.95M
3
+$4.68M
4
COLB icon
Columbia Banking Systems
COLB
+$4.5M
5
TCBK icon
TriCo Bancshares
TCBK
+$2.7M

Top Sells

1
+$31.4M
2
+$7.15M
3
+$6.42M
4
ALLY icon
Ally Financial
ALLY
+$6.17M
5
TWX
Time Warner Inc
TWX
+$6.02M

Sector Composition

1 Financials 19.82%
2 Technology 18.77%
3 Communication Services 15.15%
4 Materials 7.67%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
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