UM
Ulysses Management Portfolio holdings
AUM
$464M
This Quarter Return
-2.45%
1 Year Return
+9.19%
3 Year Return
+29.34%
5 Year Return
+51.95%
10 Year Return
+116.79%
AUM
$373M
AUM Growth
+$373M
(-1.9%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
5.77%
Top 10 Holdings %
Top 10 Hldgs %
77.98%
Holding
52
New
9
Increased
10
Reduced
8
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17.9M |
| 2 |
Amazon
AMZN
|
$11.5M |
| 3 |
Uber
UBER
|
$8.79M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.43M |
| 5 |
IAC Inc
IAC
|
$5.85M |
Top Sells
| 1 |
Visa
V
|
$22.6M |
| 2 |
ZEN
ZENDESK INC
ZEN
|
$4.82M |
| 3 |
Angi Inc
ANGI
|
$4.53M |
| 4 |
Hertz
HTZ
|
$3.96M |
| 5 |
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% |