YCM
Yousif Capital Management Portfolio holdings
AUM
$9.28B
This Quarter Return
+11.02%
1 Year Return
+21.58%
3 Year Return
+92.03%
5 Year Return
–
10 Year Return
–
AUM
$9.66B
AUM Growth
–
Cap. Flow
+$9.66B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
2,047
New
2,047
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$421M |
| 2 |
Microsoft
MSFT
|
$374M |
| 3 |
Amazon
AMZN
|
$211M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$129M |
| 5 |
Tesla
TSLA
|
$126M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.56% |
| 2 | Financials | 13.44% |
| 3 | Healthcare | 11.95% |
| 4 | Consumer Discretionary | 11.87% |
| 5 | Industrials | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $421M | 4.36% | +2,371,380 | New | +$421M |
|
|
2
Microsoft
MSFT
$3.77T
| $374M | 3.87% | +1,112,063 | New | +$374M |
|
|
3
Amazon
AMZN
$2.44T
| $211M | 2.19% | +63,338 | New | +$211M |
|
|
4
Alphabet (Google) Class A
GOOGL
$2.57T
| $129M | 1.34% | +44,573 | New | +$129M |
|
|
5
Tesla
TSLA
$1.08T
| $126M | 1.3% | +119,261 | New | +$126M |
|
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $120M | 1.24% | +41,480 | New | +$120M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $118M | 1.22% | +350,211 | New | +$118M |
|
8
NVIDIA
NVDA
$4.24T
| $108M | 1.12% | +368,833 | New | +$108M |
|
9
Berkshire Hathaway Class B
BRK.B
$1.09T
| $89.5M | 0.93% | +299,379 | New | +$89.5M |
|
10
JPMorgan Chase
JPM
$829B
| $79.2M | 0.82% | +500,119 | New | +$79.2M |
|
11
Johnson & Johnson
JNJ
$427B
| $71.6M | 0.74% | +418,703 | New | +$71.6M |
|
12
Home Depot
HD
$405B
| $70.8M | 0.73% | +170,533 | New | +$70.8M |
|
13
Procter & Gamble
PG
$368B
| $67.2M | 0.7% | +410,657 | New | +$67.2M |
|
14
UnitedHealth
UNH
$281B
| $66.3M | 0.69% | +132,050 | New | +$66.3M |
|
15
Bank of America
BAC
$376B
| $55.1M | 0.57% | +1,238,452 | New | +$55.1M |
|
16
Exxon Mobil
XOM
$487B
| $53.9M | 0.56% | +880,530 | New | +$53.9M |
|
17
Visa
V
$683B
| $53.7M | 0.56% | +247,668 | New | +$53.7M |
|
18
Abbott
ABT
$231B
| $47.2M | 0.49% | +335,369 | New | +$47.2M |
|
19
Cisco
CSCO
$274B
| $47.1M | 0.49% | +742,621 | New | +$47.1M |
|
20
Chevron
CVX
$324B
| $47M | 0.49% | +400,208 | New | +$47M |
|
21
Pfizer
PFE
$141B
| $46.9M | 0.49% | +794,502 | New | +$46.9M |
|
22
Mastercard
MA
$538B
| $46.1M | 0.48% | +128,314 | New | +$46.1M |
|
23
Walt Disney
DIS
$213B
| $43.8M | 0.45% | +282,531 | New | +$43.8M |
|
24
SPDR S&P 500 ETF Trust
SPY
$658B
| $42.8M | 0.44% | +90,116 | New | +$42.8M |
|
25
Walmart
WMT
$774B
| $41.8M | 0.43% | +288,658 | New | +$41.8M |
|