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
$9.37B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,942
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$10.1M
3
+$6.14M
4
NTNX icon
Nutanix
NTNX
+$6.06M
5
TRU icon
TransUnion
TRU
+$5.01M

Top Sells

1
+$27.7M
2
+$26.5M
3
+$24.8M
4
NVDA icon
NVIDIA
NVDA
+$24.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.4M

Sector Composition

1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.81%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
76
Welltower
WELL
$139B
$19.1M 0.2%
107,059
+539
TMO icon
77
Thermo Fisher Scientific
TMO
$218B
$19.1M 0.2%
39,316
-1,584
SCHW icon
78
Charles Schwab
SCHW
$167B
$19M 0.2%
199,058
-12,306
SYK icon
79
Stryker
SYK
$140B
$18.6M 0.2%
50,326
-1,655
ACN icon
80
Accenture
ACN
$169B
$18.6M 0.2%
75,442
-4,668
APH icon
81
Amphenol
APH
$170B
$18.6M 0.2%
150,059
-7,920
UNP icon
82
Union Pacific
UNP
$140B
$18M 0.19%
76,171
-8,355
RTX icon
83
RTX Corp
RTX
$226B
$18M 0.19%
107,419
-2,991
COF icon
84
Capital One
COF
$144B
$17.7M 0.19%
83,378
-11,561
PM icon
85
Philip Morris
PM
$236B
$17.7M 0.19%
108,964
-5,570
ADBE icon
86
Adobe
ADBE
$137B
$17.6M 0.19%
49,940
-2,753
ANET icon
87
Arista Networks
ANET
$161B
$17.6M 0.19%
120,677
-8,160
SPY icon
88
SPDR S&P 500 ETF Trust
SPY
$700B
$17.5M 0.19%
26,339
-39,735
PGR icon
89
Progressive
PGR
$133B
$17.3M 0.18%
69,975
-3,680
KLAC icon
90
KLA
KLAC
$159B
$17.2M 0.18%
15,919
-806
CTAS icon
91
Cintas
CTAS
$74.2B
$17M 0.18%
82,928
-3,686
ECL icon
92
Ecolab
ECL
$74.9B
$16.9M 0.18%
61,846
-3,269
AMGN icon
93
Amgen
AMGN
$186B
$16.9M 0.18%
59,942
-1,231
SHW icon
94
Sherwin-Williams
SHW
$84.1B
$16.8M 0.18%
48,587
-957
PLD icon
95
Prologis
PLD
$120B
$16.5M 0.18%
144,384
-5,675
AFL icon
96
Aflac
AFL
$57.1B
$16.5M 0.18%
147,832
-4,717
ITW icon
97
Illinois Tool Works
ITW
$72.5B
$16.4M 0.18%
62,958
-3,328
CMCSA icon
98
Comcast
CMCSA
$100B
$16.3M 0.17%
517,703
-31,413
BA icon
99
Boeing
BA
$154B
$16.1M 0.17%
74,804
-2,960
O icon
100
Realty Income
O
$53.4B
$16.1M 0.17%
264,544
-5,182
2 3
4
5 6