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
$245M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.84M
2 +$2.31M
3 +$2.28M
4
PEP icon
PepsiCo
PEP
+$2.19M
5
PG icon
Procter & Gamble
PG
+$1.3M

Top Sells

1 +$3.89M
2 +$1.04M
3 +$663K
4
OMCC
Old Market Capital Corp
OMCC
+$647K
5
IBM icon
IBM
IBM
+$430K

Sector Composition

1 Consumer Staples 37.11%
2 Financials 27.66%
3 Technology 11.02%
4 Healthcare 8.29%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
27
-75,114