YCM
Yaupon Capital Management Portfolio holdings
AUM
$1.51B
This Quarter Return
+2.23%
1 Year Return
+16.06%
3 Year Return
+45.17%
5 Year Return
+151.54%
10 Year Return
–
AUM
$884M
AUM Growth
+$884M
(+19%)
Cap. Flow
+$142M
Cap. Flow
% of AUM
16.05%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
135
New
41
Increased
28
Reduced
22
Closed
32
Top Buys
| 1 |
Oneok
OKE
|
$31.9M |
| 2 |
Shell
SHEL
|
$19.9M |
| 3 |
Permian Resources
PR
|
$19.3M |
| 4 |
Exxon Mobil
XOM
|
$17.1M |
| 5 |
WEX
WEX
|
$15.5M |
Top Sells
| 1 |
DEN
Denbury Inc.
DEN
|
$27.5M |
| 2 |
Targa Resources
TRGP
|
$25.8M |
| 3 |
Bunge Global
BG
|
$21.3M |
| 4 |
Nextracker
NXT
|
$18.6M |
| 5 |
Suncor Energy
SU
|
$17.8M |
Sector Composition
| 1 | Energy | 52.44% |
| 2 | Utilities | 24.02% |
| 3 | Materials | 8.36% |
| 4 | Industrials | 6.64% |
| 5 | Technology | 3.59% |
