YDMI

Y.D. More Investments Portfolio holdings

AUM $1.77B
1-Year Est. Return 65.6%
This Quarter Est. Return
1 Year Est. Return
+65.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1 +$70.5M
2 +$14.2M
3 +$10.2M
4
NVMI icon
Nova
NVMI
+$5.68M
5
SPNS icon
Sapiens International
SPNS
+$4.1M

Top Sells

1 +$13M
2 +$12.8M
3 +$10.6M
4
SHLT
SHL Telemedicine Ltd American Depositary Shares
SHLT
+$4.45M
5
SPOT icon
Spotify
SPOT
+$4.42M

Sector Composition

1 Technology 36.02%
2 Industrials 22.3%
3 Utilities 9.91%
4 Materials 8.42%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRO icon
426
Brown & Brown
BRO
$27.3B
$70 ﹤0.01%
216
-119
NTRS icon
427
Northern Trust
NTRS
$24.4B
$68 ﹤0.01%
185
-98
HBAN icon
428
Huntington Bancshares
HBAN
$24.6B
$67 ﹤0.01%
1,351
-730
CBOE icon
429
Cboe Global Markets
CBOE
$27.2B
$63 ﹤0.01%
93
-50
CINF icon
430
Cincinnati Financial
CINF
$25.9B
$62 ﹤0.01%
142
-78
WRB icon
431
W.R. Berkley
WRB
$29.2B
$59 ﹤0.01%
277
-148
ZIMV
432
DELISTED
ZimVie
ZIMV
$56 ﹤0.01%
6
CFG icon
433
Citizens Financial Group
CFG
$22.2B
$53 ﹤0.01%
405
-219
FDS icon
434
Factset
FDS
$10.4B
$46 ﹤0.01%
35
-17
PFG icon
435
Principal Financial Group
PFG
$18.6B
$46 ﹤0.01%
196
-105
L icon
436
Loews
L
$21.6B
$45 ﹤0.01%
166
-89
EG icon
437
Everest Group
EG
$13.7B
$41 ﹤0.01%
41
-22
SO icon
438
Southern Company
SO
$100B
$38 ﹤0.01%
141
-282
LILAK icon
439
Liberty Latin America Class C
LILAK
$1.64B
$37 ﹤0.01%
6
+3
GL icon
440
Globe Life
GL
$10.6B
$28 ﹤0.01%
75
-42
AIZ icon
441
Assurant
AIZ
$11.4B
$27 ﹤0.01%
47
-26
MKTX icon
442
MarketAxess Holdings
MKTX
$6.47B
$23 ﹤0.01%
36
-18
BEN icon
443
Franklin Resources
BEN
$11.6B
$20 ﹤0.01%
280
-150
PLD icon
444
Prologis
PLD
$115B
$18 ﹤0.01%
59
-120
PSFE icon
445
Paysafe
PSFE
$433M
$18 ﹤0.01%
496
+134
SHW icon
446
Sherwin-Williams
SHW
$84B
$17 ﹤0.01%
17
-32
ECL icon
447
Ecolab
ECL
$74.2B
$14 ﹤0.01%
18
-37
APD icon
448
Air Products & Chemicals
APD
$58.5B
$13 ﹤0.01%
15
-28
FCX icon
449
Freeport-McMoran
FCX
$58.2B
$12 ﹤0.01%
91
-192
LILA icon
450
Liberty Latin America Class A
LILA
$1.62B
$12 ﹤0.01%
2
+1