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
201
$7.92M 0.09%
277,722
-35,085
202
$7.89M 0.09%
2,070
-40
203
$7.88M 0.09%
57,542
+1,448
204
$7.86M 0.09%
68,022
+2,358
205
$7.82M 0.09%
806,557
+96,964
206
$7.82M 0.09%
18,232
-264
207
$7.8M 0.09%
186,619
-863
208
$7.74M 0.09%
17,017
+12,391
209
$7.73M 0.09%
32,617
-268
210
$7.58M 0.09%
61,411
+465
211
$7.51M 0.09%
75,732
-3,896
212
$7.49M 0.09%
162,643
+16,393
213
$7.48M 0.09%
71,751
-65
214
$7.46M 0.09%
181,357
-1,089
215
$7.41M 0.09%
113,378
+4,931
216
$7.4M 0.09%
40,515
+36,031
217
$7.37M 0.09%
51,461
+542
218
$7.35M 0.09%
152,245
-1,819
219
$7.33M 0.09%
24,500
-106
220
$7.31M 0.08%
107,998
-2,121
221
$7.28M 0.08%
90,866
-2,016
222
$7.24M 0.08%
233,941
+22,367
223
$7.17M 0.08%
93,279
+10,950
224
$7.16M 0.08%
30,062
-456
225
$7.13M 0.08%
46,203
-499
7 8
9
10 11