MYA

Meiji Yasuda America Portfolio holdings

AUM $436M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$39.1M
2 +$34.6M
3 +$28.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.2M
5
AMZN icon
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
WM icon
26
Waste Management
WM
$94.1B
$5.17M 1.19%
+23,512
SPGI icon
27
S&P Global
SPGI
$131B
$5.15M 1.18%
+9,861
CB icon
28
Chubb
CB
$132B
$5.1M 1.17%
+16,343
INTU icon
29
Intuit
INTU
$109B
$5.04M 1.16%
+7,609
RCL icon
30
Royal Caribbean
RCL
$85.8B
$4.79M 1.1%
+17,169
BSX icon
31
Boston Scientific
BSX
$112B
$4.71M 1.08%
+49,376
PGR icon
32
Progressive
PGR
$124B
$4.49M 1.03%
+19,701
HD icon
33
Home Depot
HD
$375B
$4.42M 1.02%
+12,853
GEV icon
34
GE Vernova
GEV
$235B
$4.28M 0.98%
+6,541
AEP icon
35
American Electric Power
AEP
$71.5B
$4.23M 0.97%
+36,698
DAL icon
36
Delta Air Lines
DAL
$46.3B
$4.07M 0.93%
+58,657
ORLY icon
37
O'Reilly Automotive
ORLY
$77.1B
$4.05M 0.93%
+44,403
WMB icon
38
Williams Companies
WMB
$91.7B
$3.96M 0.91%
+65,937
CTVA icon
39
Corteva
CTVA
$52.7B
$3.82M 0.88%
+56,998
PODD icon
40
Insulet
PODD
$17.7B
$3.64M 0.84%
+12,816
SYK icon
41
Stryker
SYK
$148B
$3.59M 0.82%
+10,215
AMD icon
42
Advanced Micro Devices
AMD
$332B
$3.52M 0.81%
+16,420
TJX icon
43
TJX Companies
TJX
$177B
$3.37M 0.77%
+21,963
ICE icon
44
Intercontinental Exchange
ICE
$92.1B
$3.3M 0.76%
+20,379
SHW icon
45
Sherwin-Williams
SHW
$88.8B
$3.28M 0.75%
+10,110
AMGN icon
46
Amgen
AMGN
$204B
$3.21M 0.74%
+9,812
GILD icon
47
Gilead Sciences
GILD
$178B
$3.06M 0.7%
+24,934
AMAT icon
48
Applied Materials
AMAT
$298B
$2.86M 0.66%
+11,115
DLR icon
49
Digital Realty Trust
DLR
$60.7B
$2.85M 0.65%
+18,390
DIS icon
50
Walt Disney
DIS
$187B
$2.8M 0.64%
+24,606