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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTD icon
176
Trade Desk
TTD
$6.13B
$175K 0.03%
2,000
– –
XLI icon
177
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$174K 0.03%
1,381
+317
+30% +$37.3K
XAR icon
178
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.54B
$172K 0.03%
1,228
+150
+14% +$20.1K
FLOT icon
179
iShares Floating Rate Bond ETF
FLOT
$10.5B
$171K 0.03%
24,500
– –
NOBL icon
180
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$162K 0.03%
3,200
– –
ITB icon
181
iShares US Home Construction ETF
ITB
$2.35B
$162K 0.03%
1,400
– –
CPAY icon
182
Corpay
CPAY
$26B
$160K 0.03%
519
-219
-30% -$62.8K
LHX icon
183
L3Harris
LHX
$54.5B
$160K 0.03%
750
– –
VHT icon
184
Vanguard Health Care ETF
VHT
$18.9B
$154K 0.03%
570
– –
VIS icon
185
Vanguard Industrials ETF
VIS
$8.47B
$149K 0.03%
610
– –
MRK icon
186
Merck
MRK
$322B
$146K 0.03%
1,111
– –
BX icon
187
Blackstone
BX
$111B
$142K 0.03%
1,080
– –
HON icon
188
Honeywell
HON
$77.4B
$134K 0.02%
694
– –
SPIB icon
189
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$134K 0.02%
4,100
+985
+32% +$32.1K
IHAK icon
190
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$128K 0.02%
2,735
– –
XLP icon
191
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$125K 0.02%
1,635
– –
WSO icon
192
Watsco Inc
WSO
$13.5B
$121K 0.02%
+280
New +$112K
DAVA icon
193
Endava
DAVA
$156M
$118K 0.02%
3,100
+500
+19% +$30.1K
HCA icon
194
HCA Healthcare
HCA
$89.2B
$117K 0.02%
350
– –
SHY icon
195
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$114K 0.02%
1,400
-328
-19% -$26.8K
EW icon
196
Edwards Lifesciences
EW
$53.1B
$114K 0.02%
1,197
-120
-9% -$10.1K
ITA icon
197
iShares US Aerospace & Defense ETF
ITA
$15B
$114K 0.02%
862
– –
IJH icon
198
iShares Core S&P Mid-Cap ETF
IJH
$127B
$112K 0.02%
1,845
– –
DHR icon
199
Danaher
DHR
$145B
$109K 0.02%
435
+25
+6% +$6.1K
IHE icon
200
iShares US Pharmaceuticals ETF
IHE
$1.65B
$105K 0.02%
1,548
– –
6 7
8
9 10

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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.