YCM

Yousif Capital Management Portfolio holdings

AUM $9.37B
1-Year Est. Return 23.25%
This Quarter Est. Return
1 Year Est. Return
+23.25%
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
51
$25.1M 0.29%
80,445
-1,075
52
$23.5M 0.27%
43,029
-1,087
53
$23.1M 0.27%
228,981
-3,462
54
$22.9M 0.27%
232,362
-2,368
55
$22.8M 0.26%
148,270
-2,928
56
$21.8M 0.25%
121,222
-2,164
57
$21.7M 0.25%
35,372
-51
58
$21.2M 0.25%
75,027
-2,409
59
$21.2M 0.25%
77,223
+250
60
$20.7M 0.24%
54,068
-506
61
$20.7M 0.24%
41,673
-1,328
62
$20.6M 0.24%
290,686
-7,184
63
$20.6M 0.24%
243,516
+7,527
64
$20.5M 0.24%
199,703
+1,721
65
$20.5M 0.24%
555,974
-4,437
66
$20.2M 0.23%
85,311
-1,803
67
$20.1M 0.23%
25,213
-245
68
$20M 0.23%
74,258
-3,164
69
$19.8M 0.23%
169,627
-1,168
70
$19.7M 0.23%
52,806
+284
71
$19.4M 0.23%
266,779
-4,182
72
$19.3M 0.22%
158,494
-3,862
73
$19.3M 0.22%
4,184
-46
74
$19.3M 0.22%
61,813
-1,779
75
$18.7M 0.22%
117,934
-9,527
1 2
3
4 5