We are live on ! Find out more
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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
426
M&T Bank
MTB
$36.3B
$107 ﹤0.01%
207
+114
+123% +$22.7K
RJF icon
427
Raymond James Financial
RJF
$34.5B
$99 ﹤0.01%
232
+127
+121% +$19.2K
STT icon
428
State Street
STT
$51.3B
$99 ﹤0.01%
366
+197
+117% +$18.7K
FITB
429
Fifth Third Bancorp
FITB
$51.8B
$96 ﹤0.01%
828
+449
+118% +$20.1K
SO icon
430
Southern Company
SO
$105B
$89 ﹤0.01%
394
+82
+26% +$7.19K
TROW icon
431
T. Rowe Price
TROW
$24.3B
$87 ﹤0.01%
280
+155
+124% +$17.9K
ZIMV
432
DELISTED
ZimVie
ZIMV
$84 ﹤0.01%
6
– –
BRO icon
433
Brown & Brown
BRO
$24B
$82 ﹤0.01%
294
+162
+123% +$17.3K
HBAN icon
434
Huntington Bancshares
HBAN
$35.6B
$82 ﹤0.01%
1,830
+1,023
+127% +$16.8K
CINF icon
435
Cincinnati Financial
CINF
$26.7B
$76 ﹤0.01%
193
+106
+122% +$15.5K
RF icon
436
Regions Financial
RF
$26.8B
$74 ﹤0.01%
1,150
+634
+123% +$15.7K
NTRS icon
437
Northern Trust
NTRS
$34.4B
$70 ﹤0.01%
249
+135
+118% +$13.8K
EOG icon
438
EOG Resources
EOG
$74.6B
$68 ﹤0.01%
202
+121
+149% +$15.5K
CBOE icon
439
Cboe Global Markets
CBOE
$29.8B
$67 ﹤0.01%
125
+66
+112% +$13.6K
CFG icon
440
Citizens Financial Group
CFG
$30.6B
$66 ﹤0.01%
549
+290
+112% +$12.8K
FDS icon
441
Factset
FDS
$10.1B
$61 ﹤0.01%
46
+25
+119% +$11.9K
WRB icon
442
W.R. Berkley
WRB
$26.3B
$60 ﹤0.01%
373
+202
+118% +$12.1K
PFG icon
443
Principal Financial Group
PFG
$24.4B
$56 ﹤0.01%
266
+143
+116% +$12.1K
EG icon
444
Everest Group
EG
$14.2B
$55 ﹤0.01%
55
+31
+129% +$11.6K
SRE icon
445
Sempra
SRE
$55.1B
$55 ﹤0.01%
+228
New +$20K
L icon
446
Loews
L
$23.3B
$52 ﹤0.01%
224
+113
+102% +$9.31K
PLD icon
447
Prologis
PLD
$132B
$48 ﹤0.01%
166
+34
+26% +$3.91K
SHW icon
448
Sherwin-Williams
SHW
$88.1B
$42 ﹤0.01%
45
+9
+25% +$3.36K
AIZ icon
449
Assurant
AIZ
$14.2B
$37 ﹤0.01%
64
+37
+137% +$7.7K
ECL icon
450
Ecolab
ECL
$79.7B
$33 ﹤0.01%
51
+10
+24% +$2.49K
16 17
18
19 20

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.