UM
Ulysses Management Portfolio holdings
AUM
$429M
1-Year Est. Return
6.51%
1 Year Est. Return
+6.51%
AUM
$464M
AUM Growth
+$68M
(+17%)
Holding
59
Top Buys
| 1 | +$12.4M | |
| 2 | +$9.6M | |
| 3 | +$9.13M | |
| 4 |
Angi Inc
ANGI
|
+$4.88M |
| 5 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$2.28M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$2.33M | |
| 3 | +$1.85M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.67M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.22M |
Sector Composition
| 1 | Technology | 43.74% |
| 2 | Consumer Discretionary | 19.67% |
| 3 | Communication Services | 9.11% |
| 4 | Healthcare | 7.13% |
| 5 | Industrials | 6.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Metropolitan Bank Holding Corp
MCB
$717M
| – | – |
-15,000
|
|
||
52
Meta Platforms (Facebook)
META
$1.54T
| – | – |
0
|
|
||
53
Newmont
NEM
$95.8B
| – | – |
-25,000
|
|
||
54
NVIDIA
NVDA
$4.63T
| – | – |
0
|
|
||
55
Invesco QQQ Trust
QQQ
$387B
| – | – |
0
|
|
||
56
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
0
|
|
||
57
TSMC
TSM
$1.48T
| – | – |
0
|
|
||
58
Webster Financial
WBS
$9.1B
| – | – |
-20,000
|
|
||
59
State Street SPDR S&P Biotech ETF
XBI
$6.6B
| – | – |
-15,000
|
|