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
$291M
AUM Growth
-$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.52M
3
+$2.13M
4
CSTM icon
Constellium
CSTM
+$2.03M
5
JPM icon
JPMorgan Chase
JPM
+$1.82M

Top Sells

1
+$4.61M
2
+$4.38M
3
+$3.4M
4
ABCW
ANCHOR BANCORP WISCONSIN INC COMMON STOCK
ABCW
+$2.95M
5
TCBK icon
TriCo Bancshares
TCBK
+$2.72M

Sector Composition

1 Financials 18.93%
2 Technology 18.79%
3 Communication Services 14.71%
4 Materials 9.73%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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