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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 | |
|---|---|---|---|---|---|---|
|
EA
126
DELISTED
Electronic Arts
EA
| $347K | 0.08% |
+2,844
| New | +$357K |
|
127
Booz Allen Hamilton
BAH
$9.24B
| $347K | 0.08% |
+11,775
| New | +$1.22M |
|
128
iShares Global Materials ETF
MXI
$361M
| $317K | 0.08% |
+4,000
| New | +$306K |
|
129
GSK
GSK
$104B
| $316K | 0.08% |
+9,007
| New | +$300K |
|
130
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $308K | 0.07% |
+3,740
| New | +$303K |
|
131
Synchrony
SYF
$25.3B
| $304K | 0.07% |
+9,247
| New | +$317K |
|
132
Marvell Technology
MRVL
$196B
| $303K | 0.07% |
+8,230
| New | +$336K |
|
133
iShares MSCI ACWI ETF
ACWI
$33.4B
| $302K | 0.07% |
+3,546
| New | +$298K |
|
134
BILL Holdings
BILL
$4.79B
| $301K | 0.07% |
+2,766
| New | +$332K |
|
135
Procter & Gamble
PG
$337B
| $286K | 0.07% |
+1,877
| New | +$263K |
|
136
iShares Semiconductor ETF
SOXX
$45.7B
| $283K | 0.07% |
+2,442
| New | +$284K |
|
137
T-Mobile US
TMUS
$186B
| $279K | 0.07% |
+2,000
| New | +$287K |
|
138
Boston Properties
BXP
$10.8B
| $277K | 0.07% |
+4,097
| New | +$290K |
|
139
Danaos Corp
DAC
$2.53B
| $273K | 0.07% |
+5,000
| New | +$282K |
|
140
Sony
SONY
$140B
| $272K | 0.07% |
+17,760
| New | +$265K |
|
141
JPMorgan Chase
JPM
$952B
| $271K | 0.07% |
+2,035
| New | +$258K |
|
142
Analog Devices
ADI
$189B
| $266K | 0.06% |
+1,625
| New | +$254K |
|
143
Jack Henry & Associates
JKHY
$11B
| $266K | 0.06% |
+1,497
| New | +$276K |
|
|
AXON
144
Axon Enterprise
AXON
$48.2B
| $265K | 0.06% |
+1,600
| New | +$253K |
|
145
Invesco Solar ETF
TAN
$1.37B
| $263K | 0.06% |
+3,597
| New | +$271K |
|
146
Moderna
MRNA
$23.9B
| $250K | 0.06% |
+1,400
| New | +$229K |
|
147
Comcast
CMCSA
$88.3B
| $249K | 0.06% |
+7,100
| New | +$235K |
|
148
Thermo Fisher Scientific
TMO
$220B
| $246K | 0.06% |
+441
| New | +$234K |
|
149
EPAM Systems
EPAM
$4.97B
| $241K | 0.06% |
+730
| New | +$248K |
|
150
Autodesk
ADSK
$53.4B
| $241K | 0.06% |
+1,280
| New | +$257K |
|
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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.