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
1026
$1.12M 0.01%
5,750
-133
1027
$1.12M 0.01%
18,170
-328
1028
$1.12M 0.01%
74,779
-1,194
1029
$1.12M 0.01%
44,412
-1,236
1030
$1.11M 0.01%
24,690
-661
1031
$1.11M 0.01%
1,156
-37
1032
$1.11M 0.01%
15,143
+147
1033
$1.11M 0.01%
21,961
1034
$1.11M 0.01%
19,440
-463
1035
$1.1M 0.01%
36,460
-988
1036
$1.1M 0.01%
32,586
1037
$1.1M 0.01%
18,361
-1,280
1038
$1.1M 0.01%
31,502
+187
1039
$1.1M 0.01%
13,955
-367
1040
$1.1M 0.01%
20,909
-570
1041
$1.1M 0.01%
27,437
-291
1042
$1.09M 0.01%
181,391
-3,611
1043
$1.09M 0.01%
118,359
-378
1044
$1.09M 0.01%
12,231
-370
1045
$1.09M 0.01%
44,707
-1,263
1046
$1.09M 0.01%
47,074
+11,352
1047
$1.09M 0.01%
31,581
-165
1048
$1.08M 0.01%
14,959
-293
1049
$1.08M 0.01%
22,337
-581
1050
$1.08M 0.01%
8,409
-193
40 41
42
43 44