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
176
$8.87M 0.1%
147,755
-2,063
177
$8.82M 0.1%
74,061
+8,170
178
$8.7M 0.1%
18,676
-211
179
$8.66M 0.1%
132,661
-2,647
180
$8.56M 0.1%
83,628
-13,680
181
$8.56M 0.1%
58,149
-2,286
182
$8.49M 0.1%
19,013
-369
183
$8.48M 0.1%
71,604
+12,846
184
$8.43M 0.1%
167,945
-1,504
185
$8.37M 0.1%
32,893
-194
186
$8.32M 0.1%
29,910
-19
187
$8.26M 0.1%
175,710
-11,689
188
$8.26M 0.1%
19,706
+15,592
189
$8.2M 0.1%
49,376
-942
190
$8.15M 0.09%
276,957
-25,555
191
$8.1M 0.09%
84,186
-355
192
$8.1M 0.09%
33,210
-471
193
$8.06M 0.09%
82,409
+3,220
194
$8.01M 0.09%
35,191
-963
195
$7.99M 0.09%
38,597
-828
196
$7.99M 0.09%
86,944
-700
197
$7.99M 0.09%
32,983
-308
198
$7.96M 0.09%
54,649
-592
199
$7.95M 0.09%
39,451
+32
200
$7.95M 0.09%
91,453
-4,139
6 7
8
9 10