YCM

Yousif Capital Management Portfolio holdings

AUM $9.12B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.84B
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$9.12M
3
+$6.64M
4
KKR icon
KKR & Co
KKR
+$6.59M
5
GEV icon
GE Vernova
GEV
+$5.63M

Top Sells

1
+$11.5M
2
+$10.8M
3
+$10.7M
4
MMM icon
3M
MMM
+$9.17M
5
WMT icon
Walmart Inc
WMT
+$8.94M

Sector Composition

1 Technology 26.04%
2 Financials 12.73%
3 Healthcare 10.58%
4 Consumer Discretionary 10.22%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-3,444
1802
– –
-11,068
1803
– –
-16,312
1804
– –
-4,631
1805
– –
-2,338
1806
– –
-17,900
1807
– –
-1,058
1808
– –
-1,985
1809
– –
-33,582
1810
– –
-14,494
1811
– –
-6,549
1812
– –
-26,662
1813
– –
-9,544
1814
– –
-1,542
1815
– –
-19,571
1816
– –
-4,450
1817
– –
-5,934
1818
– –
-70,748
1819
– –
-17,192
1820
– –
-16,042
1821
– –
-30,348
1822
– –
-29,535
1823
– –
-28,240
1824
– –
-12,752
1825
– –
-24,719
70 71 72
73
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