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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.89%
4.41%
$406.541M
944,785 shares@ $430.3 avg price
NVDANvidia Corp
Recent Activity
Decreased -1.25%
4.02%
$369.872M
3.046M shares@ $121.45 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.55%
1.81%
$166.587M
291,012 shares@ $572.44 avg price
GOOGLAlphabet Inc Cap Stock Cl A
Recent Activity
Decreased -1.09%
1.36%
$124.605M
751,311 shares@ $165.85 avg price
BRK.BBerkshire Hathaway Inc Cl B
Recent Activity
Decreased -0.63%
1.26%
$116.05M
252,141 shares@ $460.27 avg price
GOOGAlphabet Inc Cap Stock Cl C
Recent Activity
Decreased -2.36%
1.13%
$103.585M
619,564 shares@ $167.19 avg price
TSLATesla Inc
Recent Activity
Decreased -0.93%
1.03%
$94.885M
362,667 shares@ $261.63 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -2.26%
0.94%
$86.347M
409,497 shares@ $210.86 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.08%
0.89%
$81.806M
697,883 shares@ $117.23 avg price
LLYLilly Eli & Co
Recent Activity
Decreased -2.1%
0.84%
$77.038M
86,956 shares@ $885.95 avg price