UAML

US Asset Management LLC Portfolio holdings

AUM $122M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.1M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$131K
2 +$91.3K
3 +$66.1K
4
MTD icon
Mettler-Toledo International
MTD
+$62K
5
NVR icon
NVR
NVR
+$56K

Top Sells

1 +$138K
2 +$86.3K
3 +$68.9K
4
PYPL icon
PayPal
PYPL
+$38K
5
CHD icon
Church & Dwight Co
CHD
+$36K

Sector Composition

1 Technology 25.27%
2 Financials 16.83%
3 Healthcare 14.46%
4 Consumer Discretionary 9.62%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-330
252
-380
253
-25