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
826
$1.62M 0.02%
7,346
-196
827
$1.62M 0.02%
38,099
-856
828
$1.61M 0.02%
44,452
-385
829
$1.61M 0.02%
46,208
+794
830
$1.61M 0.02%
18,707
-382
831
$1.6M 0.02%
86,917
+246
832
$1.6M 0.02%
9,870
-294
833
$1.6M 0.02%
10,794
-89
834
$1.59M 0.02%
92,770
-265
835
$1.59M 0.02%
12,399
-275
836
$1.59M 0.02%
10,590
-184
837
$1.59M 0.02%
38,087
-1,702
838
$1.59M 0.02%
40,926
-1,653
839
$1.58M 0.02%
44,053
-1,022
840
$1.58M 0.02%
12,516
-337
841
$1.57M 0.02%
17,849
-425
842
$1.57M 0.02%
36,132
-885
843
$1.57M 0.02%
12,644
-342
844
$1.57M 0.02%
12,276
-319
845
$1.57M 0.02%
19,452
+44
846
$1.56M 0.02%
26,735
-554
847
$1.56M 0.02%
19,934
-237
848
$1.56M 0.02%
13,836
-4,570
849
$1.55M 0.02%
2,991
-96
850
$1.55M 0.02%
18,668
-595
32 33
34
35 36