Latest Y.D. More Investments Ltd Stock Portfolio
Y.D. More Investments Ltd Performance:
2024 Q3: 1.09%YTD: 1.95%2023: 12.72%
Performance for 2024 Q3 is 1.09%, and YTD is 1.95%, and 2023 is 12.72%.
About Y.D. More Investments Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Y.D. More Investments Ltd reported an equity portfolio of $954.7 Millions as of 30 Sep, 2024.
The top stock holdings of Y.D. More Investments Ltd are , , . The fund has invested 8.5% of it's portfolio in ELBIT SYS LTD and 6.4% of portfolio in ICL GROUP LTD.
The fund managers got completely rid off PROSPECT CAP CORP (PSEC), DOUBLEVERIFY HLDGS INC (DV) and EVERBRIDGE INC (EVBG) stocks. They significantly reduced their stock positions in SPDR DOW JONES INDL AVERAGE (DIA), DISNEY WALT CO (DIS) and 3M CO (MMM). Y.D. More Investments Ltd opened new stock positions in ISHARES TR (BGRN), MOBILEYE GLOBAL INC (MBLY) and KENVUE INC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), INVESCO EXCH TRADED FD TR II (CGW) and NIKE INC (NKE).
The top stock holdings of Y.D. More Investments Ltd are , , . The fund has invested 8.5% of it's portfolio in ELBIT SYS LTD and 6.4% of portfolio in ICL GROUP LTD.
The fund managers got completely rid off PROSPECT CAP CORP (PSEC), DOUBLEVERIFY HLDGS INC (DV) and EVERBRIDGE INC (EVBG) stocks. They significantly reduced their stock positions in SPDR DOW JONES INDL AVERAGE (DIA), DISNEY WALT CO (DIS) and 3M CO (MMM). Y.D. More Investments Ltd opened new stock positions in ISHARES TR (BGRN), MOBILEYE GLOBAL INC (MBLY) and KENVUE INC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), INVESCO EXCH TRADED FD TR II (CGW) and NIKE INC (NKE).
Y.D. More Investments Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Y.D. More Investments Ltd made a return of 1.09% in the last quarter. In trailing 12 months, it's portfolio return was 5.17%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 11,560,900 |
| mobileye global inc | 486,350 |
| kenvue inc | 130,245 |
| wec energy group inc | 124,842 |
| interpublic group cos inc | 122,851 |
| host hotels & resorts inc | 115,403 |
| smucker j m co | 108,506 |
| darden restaurants inc | 106,356 |
New stocks bought by Y.D. More Investments Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| spdr dow jones indl average | -96.98 |
| disney walt co | -96.64 |
| 3m co | -95.88 |
| american elec pwr co inc | -87.6 |
| lululemon athletica inc | -81.59 |
| abbott labs | -79.27 |
| edwards lifesciences corp | -66.58 |
| stoneco ltd | -63.4 |
Y.D. More Investments Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| prospect cap corp | -29,064,500 |
| selina hospitality plc | -97,065 |
| powerschool holdings inc | -119,038 |
| doubleverify hldgs inc | -305,212 |
| portillos inc | -53,460 |
| everbridge inc | -163,158 |
| international paper co | -137,605 |
| plug power inc | -6,524 |
Y.D. More Investments Ltd got rid off the above stocks
Sector Distribution
Y.D. More Investments Ltd has about 68.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.8 |
| Technology | 13 |
| Utilities | 4 |
| Communication Services | 3.8 |
| Consumer Cyclical | 2.8 |
| Healthcare | 1.9 |
| Financial Services | 1.9 |
| Industrials | 1.7 |
Market Cap. Distribution
Y.D. More Investments Ltd has about 24.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.9 |
| MEGA-CAP | 13.8 |
| LARGE-CAP | 11 |
| MID-CAP | 5.7 |
Stocks belong to which Index?
About 25.5% of the stocks held by Y.D. More Investments Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.5 |
| S&P 500 | 20.1 |
| RUSSELL 2000 | 5.4 |
Y.D. More Investments Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Y.D. More Investments Ltd
Y.D. More Investments Ltd has 448 stocks in it's portfolio. About 43.4% of the portfolio is in top 10 stocks. CMCT proved to be the most loss making stock for the portfolio. ORA was the most profitable stock for Y.D. More Investments Ltd last quarter.
Last Reported on: 05 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.02 | 41,784 | 9,735,540 | reduced | -18.05 | ||
| AAXJ | ishares tr | 1.27 | 101,050 | 12,086,100 | added | 22,355 | ||
| AAXJ | ishares tr | 0.41 | 48,400 | 3,886,520 | reduced | -46.68 | ||
| AAXJ | ishares tr | 0.14 | 24,785 | 1,305,180 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.09 | 15,236 | 901,905 | reduced | -2.65 | ||
| AAXJ | ishares tr | 0.05 | 3,650 | 435,911 | added | 14.03 | ||
| AAXJ | ishares tr | 0.02 | 2,700 | 190,647 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 1,400 | 177,948 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 860 | 128,394 | added | 12.86 | ||
| AAXJ | ishares tr | 0.01 | 6,500 | 95,485 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 1,490 | 85,094 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 630 | 81,302 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 145 | 15,751 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 211 | 13,873 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.02 | 1,171 | 231,249 | added | 3.35 | ||
| ABNB | airbnb inc | 0.04 | 3,361 | 426,208 | reduced | -6.66 | ||
| ABT | abbott labs | 0.00 | 80.00 | 9,121 | reduced | -79.27 | ||
| ACGL | arch cap group ltd | 0.00 | 207 | 62.00 | added | 5.08 | ||
| ACSI | tidal etf tr | 0.04 | 7,900 | 329,667 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 520 | 35,111 | reduced | -22.39 | ||