Rosanna Bennett
@Yousif Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$9.223BTotal holdings1968
Assets growth rate4.34%Assets growth rate (2-Q avg)1.18%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Yousif Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1968 positions.
Assets under management
The assets under management (AUM) of Yousif Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.223B in assets, with a quarterly growth rate of 4.34% and a 2-quarter average growth rate of 1.18%. The portfolio is managed by Rosanna Bennett, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 4.89% | $450.454M 1.933M shares@ $233.0 avg price | Increased 3.52% |
MSFTMicrosoft Corp
| 4.41% | $406.541M 944,785 shares@ $430.3 avg price | Decreased -0.89% |
NVDANvidia Corp
| 4.02% | $369.872M 3.046M shares@ $121.45 avg price | Decreased -1.25% |
AMZNAmazon.com Inc
| 2.44% | $224.248M 1.204M shares@ $186.33 avg price | Increased 0.7% |
METAMeta Platforms Inc
| 1.81% | $166.587M 291,012 shares@ $572.44 avg price | Decreased -1.55% |
GOOGLAlphabet Inc Cap Stock Cl A
| 1.36% | $124.605M 751,311 shares@ $165.85 avg price | Decreased -1.09% |
BRK.BBerkshire Hathaway Inc Cl B
| 1.26% | $116.05M 252,141 shares@ $460.27 avg price | Decreased -0.63% |
GOOGAlphabet Inc Cap Stock Cl C
| 1.13% | $103.585M 619,564 shares@ $167.19 avg price | Decreased -2.36% |
AVGOBroadcom Inc
| 1.12% | $102.45M 593,911 shares@ $172.5 avg price | Increased 945.22% |
TSLATesla Inc
| 1.03% | $94.885M 362,667 shares@ $261.63 avg price | Decreased -0.93% |