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
$373M
AUM Growth
-$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$12.8M
3 +$9.17M
4
IAC icon
IAC Inc
IAC
+$7.25M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.07M

Top Sells

1 +$22.6M
2 +$6.76M
3 +$4.82M
4
HTZ icon
Hertz
HTZ
+$3.96M
5
MLM icon
Martin Marietta Materials
MLM
+$3.89M

Sector Composition

1 Technology 36.52%
2 Communication Services 25.65%
3 Consumer Discretionary 13.94%
4 Financials 13.09%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-65,000
52
-100,000