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

Top Buys

1 +$17.9M
2 +$11.5M
3 +$8.79M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.43M
5
IAC icon
IAC Inc
IAC
+$5.85M

Top Sells

1 +$22.6M
2 +$4.82M
3 +$4.53M
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