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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
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
$64.7B
$292 ﹤0.01%
314
+43
+16% +$13.6K
MCO icon
427
Moody's
MCO
$82.8B
$276 ﹤0.01%
220
+27
+14% +$13K
AMGN icon
428
Amgen
AMGN
$226B
$266 ﹤0.01%
+317
New +$93.6K
BNY
429
Bank of New York Mellon
BNY
$108B
$232 ﹤0.01%
1,030
+125
+14% +$10.5K
AFL icon
430
Aflac
AFL
$61.1B
$210 ﹤0.01%
703
+86
+14% +$9.12K
ALL icon
431
Allstate
ALL
$68.2B
$208 ﹤0.01%
374
+45
+14% +$8.76K
AMP icon
432
Ameriprise Financial
AMP
$49.2B
$180 ﹤0.01%
138
+17
+14% +$8.92K
MSCI icon
433
MSCI
MSCI
$40.9B
$170 ﹤0.01%
112
+14
+14% +$8.14K
TMUS icon
434
T-Mobile US
TMUS
$191B
$156 ﹤0.01%
220
-197
-47% -$48.6K
HIG icon
435
Hartford Financial Services
HIG
$38.7B
$138 ﹤0.01%
414
+49
+13% +$5.62K
WTW icon
436
Willis Towers Watson
WTW
$31.9B
$130 ﹤0.01%
143
+17
+13% +$5.54K
MTB icon
437
M&T Bank
MTB
$36.3B
$113 ﹤0.01%
235
+28
+14% +$5.31K
BRO icon
438
Brown & Brown
BRO
$24B
$112 ﹤0.01%
335
+41
+14% +$4.58K
SO icon
439
Southern Company
SO
$105B
$100 ﹤0.01%
423
+29
+7% +$2.51K
STT icon
440
State Street
STT
$51.3B
$100 ﹤0.01%
416
+50
+14% +$4.78K
FITB
441
Fifth Third Bancorp
FITB
$51.8B
$99 ﹤0.01%
943
+115
+14% +$4.85K
RJF icon
442
Raymond James Financial
RJF
$34.5B
$98 ﹤0.01%
263
+31
+13% +$4.81K
CBOE icon
443
Cboe Global Markets
CBOE
$29.8B
$87 ﹤0.01%
143
+18
+14% +$3.73K
CINF icon
444
Cincinnati Financial
CINF
$26.7B
$87 ﹤0.01%
220
+27
+14% +$3.8K
HBAN icon
445
Huntington Bancshares
HBAN
$35.6B
$84 ﹤0.01%
2,081
+251
+14% +$4.04K
WRB icon
446
W.R. Berkley
WRB
$26.3B
$81 ﹤0.01%
425
+52
+14% +$3.19K
NTRS icon
447
Northern Trust
NTRS
$34.4B
$75 ﹤0.01%
283
+34
+14% +$3.61K
CFG icon
448
Citizens Financial Group
CFG
$30.6B
$69 ﹤0.01%
624
+75
+14% +$3.35K
PFG icon
449
Principal Financial Group
PFG
$24.4B
$68 ﹤0.01%
301
+35
+13% +$2.91K
ZIMV
450
DELISTED
ZimVie
ZIMV
$65 ﹤0.01%
6
– –
16 17
18
19 20

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EWA
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.