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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
TROW icon
426
T. Rowe Price
TROW
$24.3B
$37 ﹤0.01%
+119
New +$13.7K
PLD icon
427
Prologis
PLD
$133B
$36 ﹤0.01%
+120
New +$13.3K
FITB
428
Fifth Third Bancorp
FITB
$51.8B
$35 ﹤0.01%
+361
New +$13.2K
MTB icon
429
M&T Bank
MTB
$36.2B
$35 ﹤0.01%
+88
New +$12.9K
RJF icon
430
Raymond James Financial
RJF
$34B
$33 ﹤0.01%
+100
New +$12.3K
SRE icon
431
Sempra
SRE
$54.8B
$33 ﹤0.01%
+165
New +$12.2K
EG icon
432
Everest Group
EG
$14.4B
$32 ﹤0.01%
+32
New +$12.1K
STT icon
433
State Street
STT
$50.7B
$31 ﹤0.01%
+160
New +$11.9K
BRO icon
434
Brown & Brown
BRO
$23.9B
$30 ﹤0.01%
+125
New +$10.9K
LILAK icon
435
Liberty Latin America Class C
LILAK
$1.64B
$29 ﹤0.01%
3
– –
SCCO icon
436
Southern Copper
SCCO
$166B
$29 ﹤0.01%
+109
New +$11.6K
HBAN icon
437
Huntington Bancshares
HBAN
$35.5B
$27 ﹤0.01%
+768
New +$10.3K
CINF icon
438
Cincinnati Financial
CINF
$27.1B
$26 ﹤0.01%
+83
New +$9.73K
RF icon
439
Regions Financial
RF
$26.8B
$26 ﹤0.01%
+491
New +$9.52K
SHW icon
440
Sherwin-Williams
SHW
$89.8B
$26 ﹤0.01%
+33
New +$10.2K
CBOE icon
441
Cboe Global Markets
CBOE
$29.9B
$25 ﹤0.01%
+56
New +$9.94K
CFG icon
442
Citizens Financial Group
CFG
$30.6B
$24 ﹤0.01%
+247
New +$8.61K
FCX icon
443
Freeport-McMoran
FCX
$97.5B
$24 ﹤0.01%
+187
New +$9.42K
NTRS icon
444
Northern Trust
NTRS
$33.9B
$24 ﹤0.01%
+109
New +$9.15K
PFG icon
445
Principal Financial Group
PFG
$24.3B
$24 ﹤0.01%
+117
New +$9.5K
ECL icon
446
Ecolab
ECL
$79.9B
$23 ﹤0.01%
+37
New +$8.55K
WRB icon
447
W.R. Berkley
WRB
$26.6B
$23 ﹤0.01%
+162
New +$8.68K
FDS icon
448
Factset
FDS
$10.2B
$22 ﹤0.01%
+20
New +$8.5K
PSFE icon
449
Paysafe
PSFE
$375M
$22 ﹤0.01%
478
-261
-35% -$4.34K
L icon
450
Loews
L
$23.6B
$21 ﹤0.01%
+106
New +$8.03K
15 16 17
18
19

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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.