YCM
Yousif Capital Management Portfolio holdings
AUM
$8.52B
1-Year Est. Return
27.92%
This Fund
S&P 500
1 Year Est. Return
+27.92%
AUM
$8.52B
AUM Growth
-$605M
(-6.6%)
Holding
1,910
Top Buys
| 1 | +$19.2M | |
| 2 | +$8.58M | |
| 3 | +$7.15M | |
| 4 |
Amcor
AMCR
|
+$7.06M |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$2.56M |
Top Sells
| 1 | +$18.8M | |
| 2 | +$18M | |
| 3 | +$12.8M | |
| 4 |
Ciena
CIEN
|
+$9.36M |
| 5 |
Lumentum
LITE
|
+$8.39M |
Sector Composition
| 1 | Technology | 26.39% |
| 2 | Financials | 12.82% |
| 3 | Industrials | 10.72% |
| 4 | Consumer Discretionary | 9.39% |
| 5 | Healthcare | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$363B
| $24.6M | 0.29% |
91,042
-1,690
|
|
||
52
GE Vernova
GEV
$251B
| $24.6M | 0.29% |
28,128
-1,344
|
|
||
53
Abbott
ABT
$159B
| $24.1M | 0.28% |
234,820
-10,259
|
|
||
54
Chubb
CB
$127B
| $23.6M | 0.28% |
72,386
-4,299
|
|
||
55
Morgan Stanley
MS
$334B
| $23.2M | 0.27% |
141,081
-7,018
|
|
||
56
Medtronic
MDT
$105B
| $22.6M | 0.27% |
260,550
-12,797
|
|
||
57
Lowe's Companies
LOW
$118B
| $22.1M | 0.26% |
93,560
-4,634
|
|
||
58
Intuitive Surgical
ISRG
$149B
| $21.8M | 0.26% |
47,241
-499
|
|
||
59
KLA
KLAC
$252B
| $21.5M | 0.25% |
14,602
-914
|
|
||
60
TJX Companies
TJX
$178B
| $21.1M | 0.25% |
132,386
-6,017
|
|
||
61
Welltower
WELL
$146B
| $20.2M | 0.24% |
102,390
-1,405
|
|
||
62
S&P Global
SPGI
$126B
| $20.1M | 0.24% |
47,284
-5,083
|
|
||
63
Texas Instruments
TXN
$259B
| $19.8M | 0.23% |
102,026
-3,978
|
|
||
64
Amgen
AMGN
$189B
| $19.5M | 0.23% |
55,531
-1,907
|
|
||
65
ConocoPhillips
COP
$143B
| $19.2M | 0.23% |
145,517
-4,802
|
|
||
66
iShares Core S&P Small-Cap ETF
IJR
$103B
| $19M | 0.22% |
152,835
-35,074
|
|
||
67
RTX Corp
RTX
$244B
| $18.9M | 0.22% |
98,195
-6,065
|
|
||
68
Walt Disney
DIS
$173B
| $18.9M | 0.22% |
195,858
-9,136
|
|
||
69
iShares MSCI EAFE ETF
EFA
$75.5B
| $18.8M | 0.22% |
193,282
+85,795
|
|
||
70
Salesforce
CRM
$152B
| $18.7M | 0.22% |
100,202
-4,802
|
|
||
71
Gilead Sciences
GILD
$160B
| $18.1M | 0.21% |
130,162
-4,623
|
|
||
72
American Express
AXP
$212B
| $18.1M | 0.21% |
59,861
-2,869
|
|
||
73
Thermo Fisher Scientific
TMO
$176B
| $17.9M | 0.21% |
36,411
-1,138
|
|
||
74
Prologis
PLD
$135B
| $17.9M | 0.21% |
135,106
-2,476
|
|
||
75
Analog Devices
ADI
$196B
| $17.7M | 0.21% |
55,526
-2,611
|
|