UM

Ulysses Management Portfolio holdings

AUM $464M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$13.1M
3 +$13M
4
NFLX icon
Netflix
NFLX
+$10.6M
5
DCOM icon
Dime Community Bancshares
DCOM
+$8.71M

Sector Composition

1 Communication Services 41.46%
2 Technology 27.35%
3 Financials 21.34%
4 Consumer Discretionary 4.08%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-200,000
77
-201,742
78
-100,000
79
-500,000