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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow %
94.69%
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$23.6M
2
MSFT icon
Microsoft
MSFT
+$23.5M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.2M
4
INMD icon
InMode
INMD
+$15.7M
5
TSM icon
TSMC
TSM
+$15.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 35.66%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLT icon
401
Hilton Worldwide
HLT
$70B
$378 ﹤0.01%
+3
New +$395
UDR icon
402
UDR
UDR
$12.1B
$375 ﹤0.01%
+34
New +$1.34K
SLG icon
403
SL Green Realty
SLG
$3.9B
$304 ﹤0.01%
+9
New +$342
ESRT icon
404
Empire State Realty Trust
ESRT
$802M
$204 ﹤0.01%
+30
New +$211
ARE icon
405
Alexandria Real Estate Equities
ARE
$8.32B
$145 ﹤0.01%
+1
New +$145
AMH icon
406
American Homes 4 Rent
AMH
$12.3B
$112 ﹤0.01%
+13
New +$412
ZIMV
407
DELISTED
ZimVie
ZIMV
$55 ﹤0.01%
+6
New +$52
13 14 15 16
17

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Y.D. More Investments's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.

  • Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
  • Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
  • Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.

Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.