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
1751
$56.5K ﹤0.01%
16,428
1752
$53K ﹤0.01%
17,210
1753
$51.4K ﹤0.01%
11,217
1754
$48.3K ﹤0.01%
11,928
1755
$41K ﹤0.01%
23,272
1756
$34.5K ﹤0.01%
11,085
1757
$26.2K ﹤0.01%
1,084
+30
1758
– –
-18,075
1759
– –
-3
1760
– –
-5,722
1761
– –
-7,438
1762
– –
-20,466
1763
– –
-24,542
1764
– –
-34,610
1765
– –
-14,460
1766
– –
-7,659
1767
– –
-7,508
1768
– –
-42,766
1769
– –
-505
1770
– –
-5,389
1771
– –
-6,547
1772
– –
-10,013
1773
– –
-3,549
1774
– –
-6,325
1775
– –
-15,139
69 70
71
72 73