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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
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELLO icon
176
Ellomay Capital Ltd
ELLO
$271M
$244K 0.02%
20,849
+19,683
+1,688% +$286K
GILT icon
177
Gilat Satellite Networks
GILT
$848M
$243K 0.02%
+54,444
New +$290K
UMMA icon
178
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$234K 0.02%
9,450
– –
NXPI icon
179
NXP Semiconductors
NXPI
$60.4B
$229K 0.02%
+850
New +$219K
FSLR icon
180
First Solar
FSLR
$26.9B
$225K 0.02%
1,000
-100
-9% -$21.8K
DIA icon
181
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$220K 0.02%
562
– –
ARE icon
182
Alexandria Real Estate Equities
ARE
$8.56B
$211K 0.02%
1,800
– –
XLC icon
183
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$208K 0.02%
2,430
+1,700
+233% +$140K
TMO icon
184
Thermo Fisher Scientific
TMO
$220B
$207K 0.02%
374
-17
-4% -$9.74K
SCWX
185
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$195K 0.02%
27,799
-3,476
-11% -$21.4K
ABBV icon
186
AbbVie
ABBV
$435B
$194K 0.02%
1,133
+763
+206% +$126K
CXSE icon
187
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$186K 0.02%
7,000
– –
MRK icon
188
Merck
MRK
$318B
$184K 0.02%
1,820
+709
+64% +$91.3K
IHE icon
189
iShares US Pharmaceuticals ETF
IHE
$1.64B
$179K 0.02%
2,700
+1,152
+74% +$75.5K
MO icon
190
Altria Group
MO
$114B
$178K 0.02%
+3,900
New +$173K
BX icon
191
Blackstone
BX
$110B
$177K 0.02%
1,780
+700
+65% +$86.1K
RSKD icon
192
Riskified
RSKD
$716M
$170K 0.02%
26,612
-19,855
-43% -$112K
T icon
193
AT&T
T
$163B
$170K 0.02%
+8,891
New +$155K
LHX icon
194
L3Harris
LHX
$53.4B
$170K 0.02%
756
+6
+0.8% +$1.3K
KMI icon
195
Kinder Morgan
KMI
$68.7B
$168K 0.02%
+8,452
New +$161K
XAR icon
196
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$167K 0.02%
1,190
-38
-3% -$5.3K
FLOT icon
197
iShares Floating Rate Bond ETF
FLOT
$10.5B
$166K 0.02%
24,400
-100
-0.4% -$5.1K
EVBG
198
DELISTED
Everbridge, Inc. Common Stock
EVBG
$163K 0.02%
4,663
-1,304
-22% -$45.4K
IBM icon
199
IBM
IBM
$224B
$161K 0.02%
933
+533
+133% +$92.6K
VZ icon
200
Verizon
VZ
$196B
$156K 0.02%
+3,784
New +$153K
6 7
8
9 10

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EWA
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KIM
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YCM
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HCM
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.