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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
+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 | |
|---|---|---|---|---|---|---|
101
StoneCo
STNE
$2.54B
| $511K | 0.12% |
+14,910
| New | +$156K |
|
|
ATVI
102
DELISTED
Activision Blizzard
ATVI
| $509K | 0.12% |
+6,638
| New | +$493K |
|
103
iShares US Medical Devices ETF
IHI
$3.43B
| $506K | 0.12% |
+9,586
| New | +$486K |
|
104
Regal Rexnord
RRX
$11.7B
| $505K | 0.12% |
+4,200
| New | +$551K |
|
105
Mondelez International
MDLZ
$78.7B
| $504K | 0.12% |
+7,524
| New | +$476K |
|
106
Capital One
COF
$134B
| $497K | 0.12% |
+5,362
| New | +$527K |
|
107
iShares MSCI China ETF
MCHI
$6.41B
| $494K | 0.12% |
+10,200
| New | +$442K |
|
108
Applied Materials
AMAT
$420B
| $492K | 0.12% |
+5,067
| New | +$486K |
|
109
SentinelOne
S
$7.62B
| $491K | 0.12% |
+34,188
| New | +$633K |
|
110
AstraZeneca
AZN
$251B
| $464K | 0.11% |
+3,405
| New | +$427K |
|
111
monday.com
MNDY
$3.69B
| $460K | 0.11% |
+3,800
| New | +$395K |
|
112
First Solar
FSLR
$25.6B
| $454K | 0.11% |
+3,050
| New | +$452K |
|
113
Qualcomm
QCOM
$172B
| $453K | 0.11% |
+4,125
| New | +$483K |
|
114
ZIM Integrated Shipping Services
ZIM
$3.06B
| $442K | 0.11% |
+24,426
| New | +$543K |
|
115
Enphase Energy
ENPH
$5.49B
| $438K | 0.11% |
+1,650
| New | +$480K |
|
116
Caterpillar
CAT
$387B
| $423K | 0.1% |
+1,763
| New | +$384K |
|
117
Costco
COST
$420B
| $411K | 0.1% |
+900
| New | +$440K |
|
118
Shell
SHEL
$248B
| $411K | 0.1% |
+7,250
| New | +$400K |
|
119
Jacobs Solutions
J
$17.2B
| $392K | 0.09% |
+3,910
| New | +$384K |
|
120
State Street SPDR S&P Metals & Mining ETF
XME
$4.54B
| $376K | 0.09% |
+7,500
| New | +$372K |
|
121
iShares Global Clean Energy ETF
ICLN
$2.08B
| $373K | 0.09% |
+18,765
| New | +$369K |
|
122
Lam Research
LRCX
$385B
| $359K | 0.09% |
+8,530
| New | +$357K |
|
123
Booking.com
BKNG
$158B
| $357K | 0.09% |
+4,450
| New | +$338K |
|
124
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
| $354K | 0.09% |
+2,601
| New | +$345K |
|
125
Dynatrace
DT
$14.5B
| $352K | 0.09% |
+32,331
| New | +$1.18M |
|
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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.