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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
% of AUM
97.2%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
2,047
New
2,047
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$375M |
| 2 |
Microsoft
MSFT
|
+$361M |
| 3 |
Amazon
AMZN
|
+$217M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$128M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CIVI
601
DELISTED
Civitas Resources
CIVI
| $3.39M | 0.04% |
+69,163
| New | +$3.68M |
|
602
Brown & Brown
BRO
$23.7B
| $3.38M | 0.04% |
+48,138
| New | +$3.11M |
|
603
Group 1 Automotive
GPI
$3.16B
| $3.38M | 0.04% |
+17,302
| New | +$3.36M |
|
604
NetApp
NTAP
$39.1B
| $3.36M | 0.03% |
+36,526
| New | +$3.29M |
|
605
Medpace
MEDP
$16.8B
| $3.35M | 0.03% |
+15,402
| New | +$3.23M |
|
606
Simply Good Foods
SMPL
$952M
| $3.35M | 0.03% |
+80,628
| New | +$3.08M |
|
607
CarMax
KMX
$8.28B
| $3.35M | 0.03% |
+25,733
| New | +$3.6M |
|
608
M&T Bank
MTB
$36.4B
| $3.34M | 0.03% |
+21,765
| New | +$3.34M |
|
609
UDR
UDR
$12B
| $3.34M | 0.03% |
+55,619
| New | +$3.13M |
|
610
WEX
WEX
$6.43B
| $3.32M | 0.03% |
+23,662
| New | +$3.62M |
|
611
Novartis
NVS
$295B
| $3.32M | 0.03% |
+37,940
| New | +$3.15M |
|
612
SM Energy
SM
$7.59B
| $3.31M | 0.03% |
+112,434
| New | +$3.51M |
|
|
FLOW
613
DELISTED
SPX FLOW, Inc.
FLOW
| $3.31M | 0.03% |
+38,267
| New | +$3.08M |
|
|
ARNC
614
DELISTED
Arconic Corporation
ARNC
| $3.29M | 0.03% |
+99,681
| New | +$3.08M |
|
615
Ashland
ASH
$3.47B
| $3.28M | 0.03% |
+30,471
| New | +$3.07M |
|
616
Halliburton
HAL
$28.2B
| $3.28M | 0.03% |
+143,345
| New | +$3.39M |
|
617
Steven Madden
SHOO
$3.57B
| $3.27M | 0.03% |
+70,459
| New | +$3.24M |
|
618
Boston Properties
BXP
$10.8B
| $3.27M | 0.03% |
+28,395
| New | +$3.27M |
|
619
First Hawaiian
FHB
$3.34B
| $3.27M | 0.03% |
+119,525
| New | +$3.34M |
|
620
Primerica
PRI
$9.67B
| $3.26M | 0.03% |
+21,276
| New | +$3.37M |
|
|
ISBC
621
DELISTED
Investors Bancorp, Inc.
ISBC
| $3.25M | 0.03% |
+214,841
| New | +$3.31M |
|
622
Regions Financial
RF
$26.8B
| $3.24M | 0.03% |
+148,628
| New | +$3.4M |
|
623
SLM Corp
SLM
$5.15B
| $3.24M | 0.03% |
+164,701
| New | +$3.02M |
|
624
Mueller Industries
MLI
$15.4B
| $3.24M | 0.03% |
+218,244
| New | +$2.95M |
|
625
Glacier Bancorp
GBCI
$6.35B
| $3.24M | 0.03% |
+57,084
| New | +$3.23M |
|
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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.