YOUSIF CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,047 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $421.1M | 4.4% | $173.45 | 0.00% | 1 qtr | New 86 |
MICROSOFT CORP | 1.1M | $374M | 3.9% | $328.32 | 0.00% | 1 qtr | New 86 |
AMAZON.COM INC | 63,338 | $211.2M | 2.2% | $168.64 | 0.00% | 1 qtr | New 79 |
ALPHABET INC-CL A | 44,573 | $129.1M | 1.3% | $145.10 | 0.00% | 1 qtr | New 69 |
TESLA INC | 119,261 | $126M | 1.3% | $356.78 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL C | 41,480 | $120M | 1.2% | $144.92 | 0.00% | 1 qtr | New 69 |
META PLATFORMS INC-CLASS A | 350,211 | $117.8M | 1.2% | $341.97 | 0.00% | 1 qtr | New 69 |
NVIDIA CORP | 368,833 | $108.5M | 1.1% | $29.53 | 0.00% | 1 qtr | New 69 |
BERKSHIRE HATHAWAY INC-CL B | 299,379 | $89.5M | 0.9% | $299.98 | 0.00% | 1 qtr | New 58 |
JPMORGAN CHASE & CO | 500,119 | $79.2M | 0.8% | $142.04 | 0.00% | 1 qtr | New 58 |
JOHNSON & JOHNSON | 418,703 | $71.6M | 0.7% | $153.26 | 0.00% | 1 qtr | New 58 |
HOME DEPOT INC | 170,533 | $70.8M | 0.7% | $370.51 | 0.00% | 1 qtr | New 58 |
PROCTER & GAMBLE CO/THE | 410,657 | $67.2M | 0.7% | $144.75 | 0.00% | 1 qtr | New 58 |
UNITEDHEALTH GROUP INC | 132,050 | $66.3M | 0.7% | $471.49 | 0.00% | 1 qtr | New 58 |
BANK OF AMERICA CORP | 1.2M | $55.1M | 0.6% | $39.76 | 0.00% | 1 qtr | New 57 |
EXXON MOBIL CORP | 880,530 | $53.9M | 0.6% | $52.39 | 0.00% | 1 qtr | New 57 |
VISA INC-CLASS A SHARES | 247,668 | $53.7M | 0.6% | $209.02 | 0.00% | 1 qtr | New 57 |
ABBOTT LABORATORIES | 335,369 | $47.2M | 0.5% | $128.19 | 0.00% | 1 qtr | New 48 |
CISCO SYSTEMS INC | 742,621 | $47.1M | 0.5% | $55.47 | 0.00% | 1 qtr | New 48 |
CHEVRON CORP | 400,208 | $47M | 0.5% | $97.99 | 0.00% | 1 qtr | New 48 |
YOUSIF CAPITAL MANAGEMENT, LLC manages $9.7B across 2047 positions as of Q4 2021. Top holdings: AAPL (4.4%), MSFT (3.9%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 2047 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 86). Portfolio: $9.7B across 2047 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer