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
1226
$743K 0.01%
24,125
-2,940
1227
$743K 0.01%
55,732
-1,086
1228
$739K 0.01%
17,122
-445
1229
$739K 0.01%
9,516
-243
1230
$738K 0.01%
30,951
1231
$737K 0.01%
7,012
-181
1232
$737K 0.01%
64,264
-971
1233
$736K 0.01%
25,111
-370
1234
$732K 0.01%
52,621
-1,063
1235
$732K 0.01%
7,715
1236
$732K 0.01%
11,650
1237
$732K 0.01%
24,462
-307
1238
$732K 0.01%
10,257
-221
1239
$726K 0.01%
28,634
-718
1240
$725K 0.01%
51,087
-1,060
1241
$722K 0.01%
188,968
1242
$721K 0.01%
4,502
+147
1243
$721K 0.01%
8,196
+139
1244
$719K 0.01%
45,251
-942
1245
$713K 0.01%
4,418
-149
1246
$712K 0.01%
12,641
1247
$711K 0.01%
12,703
-668
1248
$710K 0.01%
26,660
-713
1249
$705K 0.01%
26,716
-699
1250
$702K 0.01%
12,892
-172
48 49
50
51 52