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YDMI

Y.D. More Investments Portfolio holdings

AUM $3.21B
1-Year Est. Return 117.29%
This Fund
S&P 500
This Quarter Est. Return
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMCR icon
226
Amcor
AMCR
$22.1B
$121K 0.01%
+2,484
New +$121K
LYB icon
227
LyondellBasell Industries
LYB
$19.2B
$121K 0.01%
+1,260
New +$125K
PWSC
228
DELISTED
PowerSchool Holdings, Inc.
PWSC
$119K 0.01%
19,985
-83,839
-81% -$1.69M
EQR icon
229
Equity Residential
EQR
$25.1B
$116K 0.01%
+1,678
New +$109K
O icon
230
Realty Income
O
$59.1B
$116K 0.01%
+2,199
New +$117K
CVS icon
231
CVS Health
CVS
$122B
$116K 0.01%
1,960
-300
-13% -$18.8K
EVRG icon
232
Evergy
EVRG
$19.2B
$116K 0.01%
+2,185
New +$116K
DOW icon
233
Dow Inc
DOW
$21.2B
$115K 0.01%
+2,177
New +$124K
CCI icon
234
Crown Castle
CCI
$32.2B
$114K 0.01%
+1,168
New +$115K
HCA icon
235
HCA Healthcare
HCA
$89.5B
$112K 0.01%
350
– –
KO icon
236
Coca-Cola
KO
$375B
$112K 0.01%
1,765
+1,158
+191% +$71.7K
EW icon
237
Edwards Lifesciences
EW
$51.7B
$110K 0.01%
1,197
– –
UDR icon
238
UDR
UDR
$12.3B
$109K 0.01%
+2,658
New +$102K
DHR icon
239
Danaher
DHR
$144B
$109K 0.01%
435
– –
VICI icon
240
VICI Properties
VICI
$29.4B
$108K 0.01%
+3,788
New +$109K
IJH icon
241
iShares Core S&P Mid-Cap ETF
IJH
$127B
$108K 0.01%
1,845
– –
AEP icon
242
American Electric Power
AEP
$68.4B
$108K 0.01%
+1,226
New +$107K
ETR icon
243
Entergy
ETR
$50B
$107K 0.01%
+2,006
New +$108K
GLW icon
244
Corning
GLW
$143B
$107K 0.01%
+2,761
New +$96.4K
ES icon
245
Eversource Energy
ES
$27.2B
$106K 0.01%
+1,871
New +$111K
EIX icon
246
Edison International
EIX
$26.4B
$105K 0.01%
+1,461
New +$106K
FE icon
247
FirstEnergy
FE
$27.5B
$104K 0.01%
+2,726
New +$106K
CAG icon
248
Conagra Brands
CAG
$7.23B
$104K 0.01%
+3,669
New +$110K
KMB icon
249
Kimberly-Clark
KMB
$36.5B
$104K 0.01%
+750
New +$100K
DIS icon
250
Walt Disney
DIS
$181B
$103K 0.01%
1,042
+597
+134% +$64.3K
8 9
10
11 12

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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.