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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Steris
STE
$23.1B
| $833K | 0.2% |
+4,476
| New | +$787K |
|
77
Linde
LIN
$226B
| $828K | 0.2% |
+2,510
| New | +$787K |
|
|
WCN
78
Waste Connections
WCN
$42B
| $776K | 0.19% |
+5,810
| New | +$790K |
|
79
Walmart Inc
WMT
$890B
| $759K | 0.18% |
+16,029
| New | +$761K |
|
80
Chipotle Mexican Grill
CMG
$41.5B
| $759K | 0.18% |
+27,000
| New | +$807K |
|
81
Teva Pharmaceuticals
TEVA
$41.2B
| $742K | 0.18% |
+79,420
| New | +$693K |
|
82
Broadcom
AVGO
$2.04T
| $678K | 0.16% |
+12,150
| New | +$609K |
|
83
First Trust Materials AlphaDEX Fund
FXZ
$386M
| $672K | 0.16% |
+11,000
| New | +$658K |
|
84
Dropbox
DBX
$8.12B
| $667K | 0.16% |
+29,842
| New | +$657K |
|
85
Varonis Systems
VRNS
$5B
| $663K | 0.16% |
+27,864
| New | +$637K |
|
|
CYBR
86
DELISTED
CyberArk
CYBR
| $647K | 0.16% |
+4,955
| New | +$716K |
|
87
Starbucks
SBUX
$120B
| $635K | 0.15% |
+6,369
| New | +$601K |
|
88
ServiceNow
NOW
$129B
| $633K | 0.15% |
+8,115
| New | +$634K |
|
89
KLA
KLAC
$259B
| $613K | 0.15% |
+16,140
| New | +$562K |
|
90
American Express
AXP
$230B
| $613K | 0.15% |
+4,161
| New | +$617K |
|
91
UnitedHealth
UNH
$370B
| $608K | 0.15% |
+1,148
| New | +$608K |
|
92
SoFi Technologies
SOFI
$23.7B
| $540K | 0.13% |
+117,594
| New | +$583K |
|
93
Global Payments
GPN
$22.8B
| $529K | 0.13% |
+5,334
| New | +$556K |
|
|
REE
94
DELISTED
REE Automotive
REE
| $525K | 0.13% |
+50,000
| New | +$828K |
|
95
WIX.com
WIX
$2.52B
| $523K | 0.13% |
+6,905
| New | +$558K |
|
96
Qualys
QLYS
$6.35B
| $521K | 0.13% |
+4,623
| New | +$578K |
|
97
Fidelity National Information Services
FIS
$22.1B
| $518K | 0.13% |
+7,628
| New | +$542K |
|
98
Align Technology
ALGN
$12.3B
| $515K | 0.12% |
+2,429
| New | +$486K |
|
|
XYZ
99
Block Inc
XYZ
$47.5B
| $514K | 0.12% |
+8,169
| New | +$504K |
|
|
DFS
100
DELISTED
Discover Financial Services
DFS
| $512K | 0.12% |
+5,251
| New | +$528K |
|
Similar funds
SYBT
EWA
KIM
YCM
SC
HCM
BIG
DCM
Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.