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
$310M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.45M
3 +$1.17M
4
SCNB
Suffolk Bancorp
SCNB
+$533K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$480K

Top Sells

1 +$13.6M
2 +$4.08M
3 +$3.07M
4
WBMD
WebMD Health Corp.
WBMD
+$2.5M
5
C icon
Citigroup
C
+$2.21M

Sector Composition

1 Financials 27.12%
2 Communication Services 25.82%
3 Technology 18.81%
4 Consumer Staples 6.59%
5 Materials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0