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YDMI
Y.D. More Investments Portfolio holdings
AUM
$2.55B
1-Year Est. Return
104.35%
This Fund
S&P 500
This Quarter
Est. Return
+4.59%
1 Year Est. Return
+104.35%
3 Year Est. Return
+230.61%
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 | |
|---|---|---|---|---|---|---|
1
Prospect Capital
PSEC
$1.1B
| $31.8M | 7.71% |
+1,273,209
| New | +$9.15M |
|
|
2
Microsoft
MSFT
$2.93T
| $23.6M | 5.71% |
+97,852
| New | +$23.5M |
|
|
3
Vanguard S&P 500 ETF
VOO
$961B
| $22.2M | 5.37% |
+62,963
| New | +$22.2M |
|
|
4
Ituran Location and Control
ITRN
$1.08B
| $22M | 5.33% |
+1,036,215
| New | +$23.6M |
|
5
Takeda Pharmaceutical
TAK
$56.7B
| $16.5M | 4% |
+1,055,630
| New | +$14.7M |
|
6
Pfizer
PFE
$144B
| $16.3M | 3.96% |
+318,075
| New | +$15.2M |
|
|
7
TSMC
TSM
$1.95T
| $16.2M | 3.92% |
+212,679
| New | +$15.4M |
|
|
8
InMode
INMD
$870M
| $16.1M | 3.9% |
+452,528
| New | +$15.7M |
|
9
Alphabet (Google) Class C
GOOG
$4.06T
| $14M | 3.4% |
+157,655
| New | +$15M |
|
10
Sanofi
SNY
$109B
| $13.9M | 3.38% |
+287,108
| New | +$12.6M |
|
11
Amgen
AMGN
$211B
| $12.8M | 3.09% |
+48,450
| New | +$13M |
|
12
Asana
ASAN
$1.95B
| $9.55M | 2.31% |
+6,950
| New | +$126K |
|
13
Similarweb
SMWB
$626M
| $8.32M | 2.01% |
+1,511,866
| New | +$8.66M |
|
14
Apple
AAPL
$5.01T
| $6.94M | 1.68% |
+53,529
| New | +$7.65M |
|
15
Palo Alto Networks
PANW
$256B
| $6.16M | 1.49% |
+87,902
| New | +$7.06M |
|
16
Arbe Robotics
ARBE
$74.9M
| $6.14M | 1.49% |
+1,861,324
| New | +$8.03M |
|
17
DarioHealth
DRIO
$53.7M
| $5.74M | 1.39% |
+75,901
| New | +$6.83M |
|
18
Amazon
AMZN
$2.45T
| $5.72M | 1.39% |
+67,978
| New | +$6.71M |
|
|
CMCT
19
Creative Media & Community Trust
CMCT
$8.7M
| $5.53M | 1.34% |
+46
| New | +$6.85M |
|
20
ASML
ASML
$592B
| $5.33M | 1.29% |
+9,665
| New | +$5.06M |
|
|
21
Alphabet (Google) Class A
GOOGL
$4.07T
| $5.26M | 1.27% |
+59,460
| New | +$5.65M |
|
22
Novartis
NVS
$302B
| $4.01M | 0.97% |
+43,806
| New | +$3.69M |
|
23
Mastercard
MA
$502B
| $3.96M | 0.96% |
+11,380
| New | +$3.75M |
|
24
State Street SPDR S&P 500 ETF Trust
SPY
$775B
| $3.68M | 0.89% |
+9,603
| New | +$3.69M |
|
25
Visa
V
$708B
| $3.66M | 0.89% |
+17,577
| New | +$3.54M |
|
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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.