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% |
AMZNAmazon.com Inc
| 2.44% | $224.248M 1.204M shares@ $186.33 avg price | Increased 0.7% |
AVGOBroadcom Inc
| 1.12% | $102.45M 593,911 shares@ $172.5 avg price | Increased 945.22% |
VVisa Inc Cl A
| 0.66% | $60.342M 219,467 shares@ $274.96 avg price | Increased 4.25% |
INDAIshares Msci India Etf
| 0.34% | $31.151M 532,231 shares@ $58.53 avg price | Increased 7.8% |
VTIVanguard Total Stock Market Et
| 0.24% | $21.796M 76,973 shares@ $283.17 avg price | Increased 0.67% |
ELVElevance Health Inc
| 0.24% | $21.271M 40,905 shares@ $520.0 avg price | Increased 2.97% |
CTASCintas Corp
| 0.23% | $21.032M 102,158 shares@ $205.89 avg price | Increased 286.19% |
SYKStryker Corp
| 0.21% | $18.906M 52,333 shares@ $361.27 avg price | Increased 0.76% |
ITWIllinois Tool Works Inc
| 0.21% | $18.618M 71,042 shares@ $262.07 avg price | Increased 0.2% |