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
1776
– –
-920
1777
– –
-1,306
1778
– –
-8,808
1779
– –
-9,648
1780
– –
-6,752
1781
– –
-7,868
1782
– –
-9,086
1783
– –
-8,774
1784
– –
-11,782
1785
– –
-6,380
1786
– –
-2,155
1787
– –
-24,927
1788
– –
-16,733
1789
– –
-7,455
1790
– –
-3,695
1791
– –
-20,844
1792
– –
-9,382
1793
– –
-376,888
1794
– –
-19,519
1795
– –
-48,495
1796
– –
-17,418
1797
– –
-7,158
1798
– –
-30,315
1799
– –
-13,634
1800
– –
-20,905
69 70 71
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