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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
MRSH
401
Marsh
MRSH
$91.5B
$146 ﹤0.01%
+261
New +$53.6K
ZIMV
402
DELISTED
ZimVie
ZIMV
$110 ﹤0.01%
6
– –
ICE icon
403
Intercontinental Exchange
ICE
$84.4B
$105 ﹤0.01%
+287
New +$38.6K
KKR icon
404
KKR & Co
KKR
$92.3B
$101 ﹤0.01%
+360
New +$36.6K
CME icon
405
CME Group
CME
$94.8B
$96 ﹤0.01%
+184
New +$38K
MCO icon
406
Moody's
MCO
$82.7B
$94 ﹤0.01%
+84
New +$33.4K
USB icon
407
US Bancorp
USB
$99.6B
$88 ﹤0.01%
+831
New +$33.9K
AON icon
408
Aon
AON
$76B
$84 ﹤0.01%
+107
New +$31.6K
TFC icon
409
Truist Financial
TFC
$64B
$82 ﹤0.01%
+790
New +$29.8K
AJG icon
410
Arthur J. Gallagher & Co
AJG
$63.6B
$79 ﹤0.01%
+115
New +$28.5K
TMUS icon
411
T-Mobile US
TMUS
$190B
$71 ﹤0.01%
+152
New +$25.5K
AFL icon
412
Aflac
AFL
$62.6B
$67 ﹤0.01%
+280
New +$24.1K
BNY
413
Bank of New York Mellon
BNY
$107B
$64 ﹤0.01%
+403
New +$23.3K
AMP icon
414
Ameriprise Financial
AMP
$48.8B
$60 ﹤0.01%
+53
New +$22.6K
ALL icon
415
Allstate
ALL
$67.5B
$59 ﹤0.01%
+139
New +$23.2K
SO icon
416
Southern Company
SO
$107B
$59 ﹤0.01%
+284
New +$21.5K
MSCI icon
417
MSCI
MSCI
$40.9B
$54 ﹤0.01%
+42
New +$20.8K
ACGL icon
418
Arch Capital
ACGL
$33.6B
$53 ﹤0.01%
+197
New +$19.2K
EOG icon
419
EOG Resources
EOG
$70.7B
$50 ﹤0.01%
+149
New +$19.1K
UNP icon
420
Union Pacific
UNP
$174B
$48 ﹤0.01%
+79
New +$18.5K
RTX icon
421
RTX Corp
RTX
$301B
$46 ﹤0.01%
+173
New +$17.9K
CEG icon
422
Constellation Energy
CEG
$95.6B
$44 ﹤0.01%
+82
New +$16.7K
HIG icon
423
Hartford Financial Services
HIG
$39.3B
$43 ﹤0.01%
+159
New +$16K
MPC icon
424
Marathon Petroleum
MPC
$83.7B
$42 ﹤0.01%
+92
New +$17.1K
WTW icon
425
Willis Towers Watson
WTW
$32B
$38 ﹤0.01%
+54
New +$13.9K
15 16
17
18 19

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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.