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
$331M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$10.2M
3 +$6.86M
4
TWX
Time Warner Inc
TWX
+$4.85M
5
DFS
Discover Financial Services
DFS
+$2.68M

Top Sells

1 +$14.9M
2 +$9.7M
3 +$3.4M
4
STL
Sterling Bancorp
STL
+$2.97M
5
LAMR icon
Lamar Advertising Co
LAMR
+$2.61M

Sector Composition

1 Financials 27.39%
2 Communication Services 21.1%
3 Technology 18.11%
4 Consumer Staples 5.85%
5 Materials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-140,000
53
-2,514
54
0
55
-199,900
56
-6,000,000