MYA
Meiji Yasuda America Portfolio holdings
AUM
$436M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$436M
AUM Growth
–
Holding
56
Top Buys
| 1 | +$39.1M | |
| 2 | +$34.6M | |
| 3 | +$28.9M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$25.2M |
| 5 |
Amazon
AMZN
|
+$21.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.42% |
| 2 | Financials | 13.78% |
| 3 | Communication Services | 11.19% |
| 4 | Consumer Discretionary | 10.47% |
| 5 | Healthcare | 8.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.5T
| $39.2M | 8.99% |
+210,060
|
|
||
2
Microsoft
MSFT
$2.97T
| $33.4M | 7.67% |
+69,112
|
|
||
3
Apple
AAPL
$3.98T
| $29.2M | 6.71% |
+107,506
|
|
||
|
4
Alphabet (Google) Class C
GOOG
$3.69T
| $27.6M | 6.34% |
+88,008
|
|
||
|
5
Amazon
AMZN
$2.21T
| $21.3M | 4.88% |
+92,168
|
|
||
6
Broadcom
AVGO
$1.47T
| $17.1M | 3.93% |
+49,409
|
|
||
7
Meta Platforms (Facebook)
META
$1.66T
| $16.9M | 3.87% |
+25,534
|
|
||
8
JPMorgan Chase
JPM
$825B
| $14.8M | 3.4% |
+45,937
|
|
||
9
Eli Lilly
LLY
$952B
| $11.6M | 2.66% |
+10,768
|
|
||
10
Goldman Sachs
GS
$278B
| $9.77M | 2.24% |
+11,118
|
|
||
11
GE Aerospace
GE
$358B
| $9.59M | 2.2% |
+31,132
|
|
||
12
American Express
AXP
$228B
| $8.76M | 2.01% |
+23,690
|
|
||
13
Visa
V
$608B
| $8.66M | 1.99% |
+24,687
|
|
||
14
Walmart Inc
WMT
$992B
| $8.59M | 1.97% |
+77,124
|
|
||
15
ConocoPhillips
COP
$136B
| $7.68M | 1.76% |
+81,998
|
|
||
16
Caterpillar
CAT
$347B
| $7.13M | 1.64% |
+12,447
|
|
||
17
Philip Morris
PM
$295B
| $6.97M | 1.6% |
+43,426
|
|
||
18
Palo Alto Networks
PANW
$121B
| $6.35M | 1.46% |
+34,461
|
|
||
19
Coca-Cola
KO
$346B
| $6.24M | 1.43% |
+89,218
|
|
||
20
Micron Technology
MU
$465B
| $6.13M | 1.41% |
+21,486
|
|
||
21
ServiceNow
NOW
$112B
| $5.91M | 1.36% |
+38,550
|
|
||
22
NextEra Energy
NEE
$194B
| $5.63M | 1.29% |
+70,178
|
|
||
23
Welltower
WELL
$145B
| $5.57M | 1.28% |
+29,993
|
|
||
24
Uber
UBER
$155B
| $5.54M | 1.27% |
+67,830
|
|
||
25
Tesla
TSLA
$1.52T
| $5.25M | 1.21% |
+11,680
|
|