YDMI
Y.D. More Investments Portfolio holdings
AUM
$1.45B
1-Year Return
49.07%
This Quarter Return
+5.59%
1 Year Return
+49.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$980M
AUM Growth
+$416M
(+74%)
Cap. Flow
+$438M
Cap. Flow
% of AUM
44.65%
Top 10 Holdings %
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14
Top Buys
| 1 |
Elbit Systems
ESLT
|
$71.1M |
| 2 |
Camtek
CAMT
|
$69.2M |
| 3 |
Nova
NVMI
|
$65.1M |
| 4 |
ICL Group
ICL
|
$62.8M |
| 5 |
Tower Semiconductor
TSEM
|
$35.6M |
Top Sells
| 1 |
SolarEdge
SEDG
|
$4.4M |
| 2 |
Palo Alto Networks
PANW
|
$3.37M |
| 3 |
NVIDIA
NVDA
|
$3.35M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.62M |
Sector Composition
| 1 | Technology | 48.42% |
| 2 | Industrials | 9.26% |
| 3 | Utilities | 7.37% |
| 4 | Materials | 6.49% |
| 5 | Financials | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Marsh & McLennan
MMC
$100B
| $146 | ﹤0.01% |
+261
| New | +$146 |
|
402
ZimVie
ZIMV
$532M
| $110 | ﹤0.01% |
6
| – | – |
|
403
Intercontinental Exchange
ICE
$99.1B
| $105 | ﹤0.01% |
+287
| New | +$105 |
|
404
KKR & Co
KKR
$119B
| $101 | ﹤0.01% |
+360
| New | +$101 |
|
405
CME Group
CME
$94.6B
| $96 | ﹤0.01% |
+184
| New | +$96 |
|
406
Moody's
MCO
$88.8B
| $94 | ﹤0.01% |
+84
| New | +$94 |
|
407
US Bancorp
USB
$75.4B
| $88 | ﹤0.01% |
+831
| New | +$88 |
|
408
Aon
AON
$80B
| $84 | ﹤0.01% |
+107
| New | +$84 |
|
409
Truist Financial
TFC
$59.9B
| $82 | ﹤0.01% |
+790
| New | +$82 |
|
410
Arthur J. Gallagher & Co
AJG
$76.2B
| $79 | ﹤0.01% |
+115
| New | +$79 |
|
411
T-Mobile US
TMUS
$285B
| $71 | ﹤0.01% |
+152
| New | +$71 |
|
412
Aflac
AFL
$57.3B
| $67 | ﹤0.01% |
+280
| New | +$67 |
|
413
Bank of New York Mellon
BK
$72.6B
| $64 | ﹤0.01% |
+403
| New | +$64 |
|
414
Ameriprise Financial
AMP
$46.5B
| $60 | ﹤0.01% |
+53
| New | +$60 |
|
415
Allstate
ALL
$53.5B
| $59 | ﹤0.01% |
+139
| New | +$59 |
|
416
Southern Company
SO
$101B
| $59 | ﹤0.01% |
+284
| New | +$59 |
|
417
MSCI
MSCI
$43B
| $54 | ﹤0.01% |
+42
| New | +$54 |
|
418
Arch Capital
ACGL
$34.2B
| $53 | ﹤0.01% |
+197
| New | +$53 |
|
419
EOG Resources
EOG
$64.4B
| $50 | ﹤0.01% |
+149
| New | +$50 |
|
420
Union Pacific
UNP
$130B
| $48 | ﹤0.01% |
+79
| New | +$48 |
|
421
RTX Corp
RTX
$209B
| $46 | ﹤0.01% |
+173
| New | +$46 |
|
422
Constellation Energy
CEG
$92.4B
| $44 | ﹤0.01% |
+82
| New | +$44 |
|
423
Hartford Financial Services
HIG
$37.4B
| $43 | ﹤0.01% |
+159
| New | +$43 |
|
424
Marathon Petroleum
MPC
$54.2B
| $42 | ﹤0.01% |
+92
| New | +$42 |
|
425
Willis Towers Watson
WTW
$32B
| $38 | ﹤0.01% |
+54
| New | +$38 |
|