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
126
$13.1M 0.15%
151,316
-2,206
127
$12.8M 0.15%
170,724
+436
128
$12.8M 0.15%
26,421
-664
129
$12.7M 0.15%
23,816
+6,589
130
$12.6M 0.15%
326,012
-5,060
131
$12.6M 0.15%
15,417
+17
132
$12.4M 0.14%
53,486
-835
133
$12.3M 0.14%
79,890
-3,731
134
$12.3M 0.14%
118,248
+5,545
135
$12.2M 0.14%
87,420
+463
136
$12M 0.14%
44,288
-2,856
137
$11.7M 0.14%
17,191
-97
138
$11.7M 0.14%
160,622
-2,448
139
$11.7M 0.14%
29,193
+1,584
140
$11.6M 0.13%
33,523
+527
141
$11.5M 0.13%
104,493
-162
142
$11.4M 0.13%
77,569
-2,916
143
$11.1M 0.13%
92,532
+10,462
144
$11.1M 0.13%
100,981
-3,484
145
$11.1M 0.13%
115,785
-1,650
146
$11M 0.13%
112,517
-3,672
147
$11M 0.13%
66,700
-349
148
$10.9M 0.13%
74,118
-3,671
149
$10.8M 0.13%
24,777
-1
150
$10.7M 0.12%
157,763
-4,260
4 5
6
7 8