YL

YCG LLC Portfolio holdings

AUM $1.33B
1-Year Est. Return 8.38%
This Quarter Est. Return
1 Year Est. Return
+8.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.5M
3
+$16.8M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$13.2M
5
UN
Unilever NV New York Registry Shares
UN
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 37.81%
2 Financials 23.56%
3 Technology 11.17%
4 Healthcare 9.83%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
+5
77
$2K ﹤0.01%
+200
78
$2K ﹤0.01%
+100
79
$2K ﹤0.01%
+100
80
$2K ﹤0.01%
+50
81
$1K ﹤0.01%
+200
82
$1K ﹤0.01%
+12
83
$1K ﹤0.01%
+52
1 2 3
4