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YCM

Yousif Capital Management Portfolio holdings

AUM $8.94B
1-Year Est. Return 42.6%
This Fund
S&P 500
This Quarter Est. Return
+11.02%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.66B
AUM Growth
–
Cap. Flow
+$9.39B
Cap. Flow %
97.2%
Top 10 Hldgs %
18.38%
Holding
2,047
New
2,047
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$375M
2
MSFT icon
Microsoft
MSFT
+$361M
3
AMZN icon
Amazon
AMZN
+$217M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$128M
5
TSLA icon
Tesla
TSLA
+$120M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 21.55%
2 Financials 13.44%
3 Healthcare 11.95%
4 Consumer Discretionary 11.86%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$420B
$41.7M 0.43%
+73,421
New +$37.6M
ADBE icon
27
Adobe
ADBE
$105B
$41.4M 0.43%
+73,016
New +$45.6M
ACN icon
28
Accenture
ACN
$108B
$41.3M 0.43%
+99,541
New +$36.3M
ABBV icon
29
AbbVie
ABBV
$435B
$41.2M 0.43%
+304,328
New +$35.9M
AVGO icon
30
Broadcom
AVGO
$2.04T
$40.3M 0.42%
+606,090
New +$34.1M
NFLX icon
31
Netflix
NFLX
$309B
$40.2M 0.42%
+666,890
New +$42.6M
PEP icon
32
PepsiCo
PEP
$190B
$39.4M 0.41%
+227,092
New +$37.1M
VZ icon
33
Verizon
VZ
$196B
$39.1M 0.4%
+753,117
New +$39.3M
T icon
34
AT&T
T
$163B
$38.7M 0.4%
+2,085,124
New +$39M
LOW icon
35
Lowe's Companies
LOW
$125B
$38.5M 0.4%
+148,754
New +$35.4M
KO icon
36
Coca-Cola
KO
$375B
$37.1M 0.38%
+627,140
New +$34.9M
CMCSA icon
37
Comcast
CMCSA
$90B
$36.1M 0.37%
+716,578
New +$37.3M
INTC icon
38
Intel
INTC
$513B
$36M 0.37%
+698,564
New +$35.7M
CRM icon
39
Salesforce
CRM
$158B
$35.3M 0.37%
+139,056
New +$39.1M
TMO icon
40
Thermo Fisher Scientific
TMO
$220B
$35.1M 0.36%
+52,586
New +$32.8M
WFC icon
41
Wells Fargo
WFC
$264B
$34.7M 0.36%
+724,003
New +$35.6M
LIN icon
42
Linde
LIN
$226B
$34.7M 0.36%
+100,259
New +$32.5M
NEE icon
43
NextEra Energy
NEE
$177B
$34.6M 0.36%
+370,713
New +$32M
LLY icon
44
Eli Lilly
LLY
$1.06T
$34.4M 0.36%
+124,479
New +$31.6M
QCOM icon
45
Qualcomm
QCOM
$176B
$34M 0.35%
+185,779
New +$29.7M
MCD icon
46
McDonald's
MCD
$195B
$33.8M 0.35%
+126,096
New +$31.8M
NKE icon
47
Nike
NKE
$61.9B
$32.6M 0.34%
+195,733
New +$32.3M
PYPL icon
48
PayPal
PYPL
$50.5B
$31.9M 0.33%
+169,334
New +$36.6M
INTU icon
49
Intuit
INTU
$89B
$28.9M 0.3%
+44,972
New +$27.8M
DHR icon
50
Danaher
DHR
$144B
$28.6M 0.3%
+98,028
New +$27M
1
2
3 4 5

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MERSOM
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Yousif Capital Management's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Yousif Capital Management, which disclosed 2,047 positions worth $9.66B. Its ten largest holdings account for 18% of the portfolio.

Its largest position is Apple: 2,371,380 shares worth $421M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Financials and Healthcare.

  • Yousif Capital Management's largest Q4 2021 buy was Apple: 2,371,380 shares worth $421M.
  • Yousif Capital Management's ten largest holdings make up 18% of its $9.66B portfolio in Q4 2021.
  • Yousif Capital Management disclosed 2,047 positions in Q4 2021, its first 13F filing on record.

Based on Yousif Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.