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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
NOBL icon
201
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$154K 0.02%
3,200
– –
VHT icon
202
Vanguard Health Care ETF
VHT
$18.7B
$152K 0.02%
570
– –
MMM icon
203
3M
MMM
$94.3B
$149K 0.02%
1,456
+1,378
+1,767% +$134K
OKE icon
204
Oneok
OKE
$54.5B
$145K 0.01%
+1,779
New +$142K
WMB icon
205
Williams Companies
WMB
$86.1B
$145K 0.01%
+3,404
New +$137K
PRU icon
206
Prudential Financial
PRU
$41.8B
$145K 0.01%
+1,234
New +$142K
BB icon
207
BlackBerry
BB
$5.26B
$144K 0.01%
58,089
-36,892
-39% -$103K
XLI icon
208
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$144K 0.01%
1,181
-200
-14% -$24.6K
VIS icon
209
Vanguard Industrials ETF
VIS
$8.48B
$143K 0.01%
610
– –
D icon
210
Dominion Energy
D
$59.3B
$142K 0.01%
+2,889
New +$147K
ITB icon
211
iShares US Home Construction ETF
ITB
$2.41B
$142K 0.01%
1,400
– –
WSO icon
212
Watsco Inc
WSO
$13.6B
$139K 0.01%
300
+20
+7% +$9.14K
UPS icon
213
United Parcel Service
UPS
$88.9B
$139K 0.01%
1,013
+573
+130% +$82K
CPAY icon
214
Corpay
CPAY
$25.7B
$139K 0.01%
520
+1
+0.2% +$283
C icon
215
Citigroup
C
$226B
$138K 0.01%
2,179
+1,011
+87% +$62.3K
IP icon
216
International Paper
IP
$22B
$138K 0.01%
+3,189
New +$130K
PM icon
217
Philip Morris
PM
$295B
$138K 0.01%
+1,357
New +$133K
WFC icon
218
Wells Fargo
WFC
$264B
$134K 0.01%
2,255
+1,916
+565% +$113K
SPG icon
219
Simon Property Group
SPG
$72.3B
$133K 0.01%
+878
New +$129K
XLP icon
220
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$133K 0.01%
1,735
+100
+6% +$7.63K
HON icon
221
Honeywell
HON
$78B
$126K 0.01%
629
-65
-9% -$12.4K
IHAK icon
222
iShares Cybersecurity and Tech ETF
IHAK
$1.1B
$126K 0.01%
2,735
– –
PNW icon
223
Pinnacle West Capital
PNW
$12.2B
$123K 0.01%
+1,607
New +$121K
BBY icon
224
Best Buy
BBY
$17.3B
$122K 0.01%
+1,453
New +$115K
PAYO icon
225
Payoneer
PAYO
$2.41B
$122K 0.01%
22,142
+2,328
+12% +$12.6K
7 8
9
10 11

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KIM
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YCM
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SC
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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.