UM

Ulysses Management Portfolio holdings

AUM $429M
1-Year Est. Return 6.51%
This Quarter Est. Return
1 Year Est. Return
+6.51%
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
+$13M
2
+$9.95M
3
+$8.34M
4
LEN icon
Lennar Class A
LEN
+$7.22M
5
MAC icon
Macerich
MAC
+$5.53M

Top Sells

1
+$18.8M
2
+$12.2M
3
+$8.76M
4
FCE.A
Forest City Realty Trust, Inc.
FCE.A
+$8.4M
5
IAC icon
IAC Inc
IAC
+$8.13M

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
– –
-368,415
52
– –
-40,000
1 2
3