YCM

Yousif Capital Management Portfolio holdings

AUM $9.37B
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.61B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.04M
3
+$6.59M
4
ERIE icon
Erie Indemnity
ERIE
+$6.53M
5
ES icon
Eversource Energy
ES
+$6.45M

Top Sells

1
+$11M
2
+$8.56M
3
+$5.64M
4
WSM icon
Williams-Sonoma
WSM
+$4.71M
5
NVDA icon
NVIDIA
NVDA
+$2.87M

Sector Composition

1 Technology 24.18%
2 Financials 14.67%
3 Healthcare 10.26%
4 Consumer Discretionary 10.02%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.99M 0.03%
37,097
-773
502
$2.97M 0.03%
97,749
-883
503
$2.97M 0.03%
48,066
+1,847
504
$2.97M 0.03%
65,707
+17,061
505
$2.96M 0.03%
40,488
-964
506
$2.95M 0.03%
58,641
-1,704
507
$2.95M 0.03%
38,431
+62
508
$2.95M 0.03%
10,043
-193
509
$2.93M 0.03%
81,649
-1,292
510
$2.93M 0.03%
19,247
-300
511
$2.92M 0.03%
11,083
-231
512
$2.9M 0.03%
33,004
-360
513
$2.88M 0.03%
45,180
-989
514
$2.88M 0.03%
42,973
-1,120
515
$2.88M 0.03%
94,425
-2,186
516
$2.85M 0.03%
38,599
+734
517
$2.84M 0.03%
23,724
-596
518
$2.84M 0.03%
183,881
-1,694
519
$2.84M 0.03%
27,286
-470
520
$2.83M 0.03%
15,099
-305
521
$2.83M 0.03%
111,405
-1,841
522
$2.82M 0.03%
4,251
523
$2.81M 0.03%
29,127
-704
524
$2.81M 0.03%
108,161
-2,296
525
$2.79M 0.03%
26,298
-605
19 20
21
22 23