UAML

US Asset Management LLC Portfolio holdings

AUM $115M
1-Year Est. Return 23.63%
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$381K
2 +$372K
3 +$313K
4
CVS icon
CVS Health
CVS
+$294K
5
FI icon
Fiserv
FI
+$277K

Top Sells

1 +$348K
2 +$274K
3 +$261K
4
ABT icon
Abbott
ABT
+$237K
5
USB icon
US Bancorp
USB
+$220K

Sector Composition

1 Technology 33.03%
2 Financials 17.42%
3 Communication Services 11.47%
4 Healthcare 10.94%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USB icon
126
US Bancorp
USB
$73.3B
-4,594