YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$11.9M
3 +$8.84M
4
ICL icon
ICL Group
ICL
+$6.86M
5
GLBE icon
Global E Online
GLBE
+$4.85M

Top Sells

1 +$22.9M
2 +$9.09M
3 +$4.79M
4
SPNS icon
Sapiens International
SPNS
+$4.34M
5
TATT icon
TAT Technologies
TATT
+$4.06M

Sector Composition

1 Technology 33.14%
2 Industrials 19.15%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AJG icon
426
Arthur J. Gallagher & Co
AJG
$71.5B
$292 ﹤0.01%
314
+43
MCO icon
427
Moody's
MCO
$86B
$276 ﹤0.01%
220
+27
AMGN icon
428
Amgen
AMGN
$158B
$266 ﹤0.01%
+317
BK icon
429
Bank of New York Mellon
BK
$74.4B
$232 ﹤0.01%
1,030
+125
AFL icon
430
Aflac
AFL
$57.9B
$210 ﹤0.01%
703
+86
ALL icon
431
Allstate
ALL
$51.1B
$208 ﹤0.01%
374
+45
AMP icon
432
Ameriprise Financial
AMP
$45.2B
$180 ﹤0.01%
138
+17
MSCI icon
433
MSCI
MSCI
$41.8B
$170 ﹤0.01%
112
+14
TMUS icon
434
T-Mobile US
TMUS
$248B
$156 ﹤0.01%
220
-197
HIG icon
435
Hartford Financial Services
HIG
$35.2B
$138 ﹤0.01%
414
+49
WTW icon
436
Willis Towers Watson
WTW
$32.2B
$130 ﹤0.01%
143
+17
MTB icon
437
M&T Bank
MTB
$28.4B
$113 ﹤0.01%
235
+28
BRO icon
438
Brown & Brown
BRO
$29.1B
$112 ﹤0.01%
335
+41
SO icon
439
Southern Company
SO
$106B
$100 ﹤0.01%
423
+29
STT icon
440
State Street
STT
$32.3B
$100 ﹤0.01%
416
+50
FITB icon
441
Fifth Third Bancorp
FITB
$27.8B
$99 ﹤0.01%
943
+115
RJF icon
442
Raymond James Financial
RJF
$32.9B
$98 ﹤0.01%
263
+31
CBOE icon
443
Cboe Global Markets
CBOE
$24.4B
$87 ﹤0.01%
143
+18
CINF icon
444
Cincinnati Financial
CINF
$24.4B
$87 ﹤0.01%
220
+27
HBAN icon
445
Huntington Bancshares
HBAN
$23.1B
$84 ﹤0.01%
2,081
+251
WRB icon
446
W.R. Berkley
WRB
$28.5B
$81 ﹤0.01%
425
+52
NTRS icon
447
Northern Trust
NTRS
$24.5B
$75 ﹤0.01%
283
+34
CFG icon
448
Citizens Financial Group
CFG
$22B
$69 ﹤0.01%
624
+75
PFG icon
449
Principal Financial Group
PFG
$17.7B
$68 ﹤0.01%
301
+35
ZIMV
450
DELISTED
ZimVie
ZIMV
$65 ﹤0.01%
6