YCM

Yousif Capital Management Portfolio holdings

AUM $9.37B
1-Year Est. Return 23.25%
This Quarter Est. Return
1 Year Est. Return
+23.25%
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
1
$418M 4.85%
1,880,365
+1,629
2
$344M 3.99%
916,446
-4,265
3
$313M 3.64%
2,889,631
-26,472
4
$222M 2.57%
1,165,692
-317
5
$160M 1.85%
276,932
-3,711
6
$130M 1.51%
244,766
+286
7
$112M 1.3%
722,077
-6,129
8
$95.4M 1.11%
569,862
-2,828
9
$93.7M 1.09%
381,982
-7,599
10
$91.8M 1.07%
587,288
-9,343
11
$88.6M 1.03%
341,982
-1,785
12
$80.9M 0.94%
680,613
-4,259
13
$74.8M 0.87%
213,319
-6,000
14
$67.9M 0.79%
82,232
-1,171
15
$55.9M 0.65%
337,020
+2,937
16
$55.7M 0.65%
101,703
-3,392
17
$55.5M 0.64%
58,705
-476
18
$54M 0.63%
316,916
-7,939
19
$53.3M 0.62%
101,802
-2,585
20
$52.6M 0.61%
94,052
+18,911
21
$51M 0.59%
243,198
-3,775
22
$50.8M 0.59%
578,664
-30,369
23
$49.3M 0.57%
294,770
+1,745
24
$47.9M 0.56%
51,383
-671
25
$47.9M 0.56%
130,670
-1,262
1
2 3 4 5