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
1326
$596K 0.01%
16,808
-272
1327
$595K 0.01%
11,620
-242
1328
$594K 0.01%
15,803
-388
1329
$593K 0.01%
34,281
-670
1330
$591K 0.01%
7,080
-212
1331
$590K 0.01%
13,732
+275
1332
$588K 0.01%
1,798
+15
1333
$587K 0.01%
29,215
1334
$586K 0.01%
18,794
-244
1335
$584K 0.01%
37,583
-911
1336
$584K 0.01%
23,179
-339
1337
$583K 0.01%
24,045
-509
1338
$579K 0.01%
9,163
-299
1339
$578K 0.01%
11,530
-267
1340
$577K 0.01%
40,727
-878
1341
$574K 0.01%
7,559
-33
1342
$572K 0.01%
32,898
-553
1343
$572K 0.01%
47,603
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1344
$571K 0.01%
3,907
+31
1345
$566K 0.01%
9,527
-118
1346
$562K 0.01%
7,042
-150
1347
$561K 0.01%
26,716
-305
1348
$558K 0.01%
2,768
-39
1349
$558K 0.01%
42,789
1350
$556K 0.01%
25,286
-476
52 53
54
55 56