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
$289M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$3.33M
3 +$2.6M
4
SHOR
ShoreTel, Inc.
SHOR
+$2.29M
5
OPB
Opus Bank Common Stock
OPB
+$2.29M

Top Sells

1 +$27.6M
2 +$19.4M
3 +$5.8M
4
WBMD
WebMD Health Corp.
WBMD
+$5.31M
5
IAC icon
IAC Inc
IAC
+$2.07M

Sector Composition

1 Financials 41.51%
2 Communication Services 17.4%
3 Consumer Discretionary 9.02%
4 Technology 8.38%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,037,857