YCM

Yaupon Capital Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$50.3M
2 +$26.7M
3 +$26.6M
4
TRP icon
TC Energy
TRP
+$25.4M
5
GEV icon
GE Vernova
GEV
+$23.5M

Top Sells

1 +$38.7M
2 +$32.1M
3 +$25.5M
4
MRO
Marathon Oil Corporation
MRO
+$22.7M
5
KNTK icon
Kinetik
KNTK
+$21.1M

Sector Composition

1 Energy 46.98%
2 Utilities 31.57%
3 Industrials 9.72%
4 Materials 8.58%
5 Technology 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-61,300
127
0
128
0