YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$70.5M
2 +$14.2M
3 +$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1 +$13M
2 +$12.8M
3 +$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USB icon
401
US Bancorp
USB
$73.6B
$579 ﹤0.01%
4,270
-207
RF icon
402
Regions Financial
RF
$21.5B
$456 ﹤0.01%
6,584
+681
TROW icon
403
T. Rowe Price
TROW
$22.6B
$440 ﹤0.01%
1,543
+145
DUK icon
404
Duke Energy
DUK
$100B
$438 ﹤0.01%
1,264
+33
SCHW icon
405
Charles Schwab
SCHW
$171B
$365 ﹤0.01%
1,366
-738
AMGN icon
406
Amgen
AMGN
$159B
$330 ﹤0.01%
401
+84
PLX icon
407
Protalix BioTherapeutics
PLX
$181M
$325 ﹤0.01%
220
MMC icon
408
Marsh & McLennan
MMC
$92.7B
$288 ﹤0.01%
448
-242
CB icon
409
Chubb
CB
$110B
$287 ﹤0.01%
339
-183
KKR icon
410
KKR & Co
KKR
$110B
$249 ﹤0.01%
625
-337
AON icon
411
Aon
AON
$74B
$207 ﹤0.01%
198
-107
MCO icon
412
Moody's
MCO
$84.8B
$206 ﹤0.01%
142
-78
AJG icon
413
Arthur J. Gallagher & Co
AJG
$72.6B
$192 ﹤0.01%
204
-110
BK icon
414
Bank of New York Mellon
BK
$74.6B
$181 ﹤0.01%
669
-361
AFL icon
415
Aflac
AFL
$57.7B
$142 ﹤0.01%
456
-247
ALL icon
416
Allstate
ALL
$51.3B
$141 ﹤0.01%
243
-131
AMP icon
417
Ameriprise Financial
AMP
$44.6B
$139 ﹤0.01%
89
-49
MSCI icon
418
MSCI
MSCI
$41.6B
$123 ﹤0.01%
72
-40
TMUS icon
419
T-Mobile US
TMUS
$256B
$102 ﹤0.01%
146
-74
HIG icon
420
Hartford Financial Services
HIG
$35.1B
$99 ﹤0.01%
269
-145
MTB icon
421
M&T Bank
MTB
$28.5B
$87 ﹤0.01%
152
-83
STT icon
422
State Street
STT
$32B
$85 ﹤0.01%
271
-145
WTW icon
423
Willis Towers Watson
WTW
$32.6B
$84 ﹤0.01%
93
-50
RJF icon
424
Raymond James Financial
RJF
$33.1B
$78 ﹤0.01%
171
-92
FITB icon
425
Fifth Third Bancorp
FITB
$27.6B
$75 ﹤0.01%
613
-330