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
701
$2.02M 0.02%
16,139
+566
702
$2.01M 0.02%
15,811
-426
703
$2.01M 0.02%
15,885
-358
704
$2M 0.02%
12,062
-274
705
$2M 0.02%
14,706
-607
706
$2M 0.02%
19,787
-519
707
$2M 0.02%
67,545
-6,396
708
$2M 0.02%
69,820
-1,374
709
$1.99M 0.02%
50,532
-1,051
710
$1.99M 0.02%
38,182
-193
711
$1.99M 0.02%
74,414
-6,690
712
$1.98M 0.02%
13,523
-364
713
$1.98M 0.02%
41,970
-925
714
$1.98M 0.02%
30,146
-442
715
$1.97M 0.02%
21,905
-406
716
$1.97M 0.02%
11,007
-173
717
$1.97M 0.02%
6,908
-198
718
$1.97M 0.02%
9,525
-78
719
$1.97M 0.02%
120,803
720
$1.97M 0.02%
40,731
-399
721
$1.97M 0.02%
126,747
-13,452
722
$1.96M 0.02%
4,262
-85
723
$1.96M 0.02%
5,389
-72
724
$1.95M 0.02%
+70,310
725
$1.95M 0.02%
12,777
-10,714
27 28
29
30 31