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UM

Ulysses Management Portfolio holdings

AUM $265M
1-Year Est. Return 5.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$10M
3 +$8.05M
4
MAC icon
Macerich
MAC
+$5.76M
5
VNE
Veoneer, Inc.
VNE
+$4.84M

Top Sells

1 +$18.8M
2 +$12.2M
3 +$9.75M
4
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$8.4M
5
PPLI
People Inc
PPLI
+$6.81M

Sector Composition

1 Communication Services 25.07%
2 Consumer Discretionary 20.64%
3 Financials 15.3%
4 Technology 9.17%
5 Real Estate 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,235,547
52
-368,415