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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
$436M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.35M
3
+$2.86M
4
PPLI
People Inc
PPLI
+$2.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.14M

Top Sells

1
+$12.2M
2
+$4.04M
3
+$2.95M
4
XOM icon
Exxon Mobil
XOM
+$2.88M
5
PANW icon
Palo Alto Networks
PANW
+$2.37M

Sector Composition

1 Technology 36.9%
2 Consumer Discretionary 20.67%
3 Communication Services 18.13%
4 Industrials 11.04%
5 Materials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,000
52
– –
0
53
– –
-12,000
54
– –
0
55
– –
-10,000
56
– –
-15,500
57
– –
0
58
– –
0
59
– –
-25,000
1 2
3