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
1001
$1.18M 0.01%
19,309
-231
1002
$1.17M 0.01%
134,639
+2,061
1003
$1.17M 0.01%
20,202
-769
1004
$1.17M 0.01%
33,832
-697
1005
$1.16M 0.01%
78,186
-1,976
1006
$1.16M 0.01%
15,634
-389
1007
$1.16M 0.01%
25,135
-760
1008
$1.16M 0.01%
31,142
-899
1009
$1.15M 0.01%
6,584
-201
1010
$1.15M 0.01%
60,038
-1,693
1011
$1.15M 0.01%
13,058
-325
1012
$1.15M 0.01%
18,237
-502
1013
$1.15M 0.01%
46,857
-1,629
1014
$1.14M 0.01%
73,895
-27,195
1015
$1.14M 0.01%
54,298
+1,628
1016
$1.13M 0.01%
29,759
-869
1017
$1.13M 0.01%
20,160
-520
1018
$1.13M 0.01%
19,544
-226
1019
$1.13M 0.01%
26,248
-745
1020
$1.13M 0.01%
24,593
-731
1021
$1.12M 0.01%
17,702
-572
1022
$1.12M 0.01%
136,849
+2,378
1023
$1.12M 0.01%
21,661
-682
1024
$1.12M 0.01%
15,895
-384
1025
$1.12M 0.01%
9,306
-237
39 40
41
42 43