MYA
Meiji Yasuda America Portfolio holdings
AUM
$404M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$404M
AUM Growth
-$31.1M
(-7.1%)
Holding
58
Top Buys
| 1 | +$5.09M | |
| 2 | +$2.99M | |
| 3 | +$1.26M | |
| 4 |
Netflix
NFLX
|
+$1.12M |
| 5 |
Gilead Sciences
GILD
|
+$773K |
Top Sells
| 1 | +$4.07M | |
| 2 | +$2.98M | |
| 3 | +$2.62M | |
| 4 |
Walmart Inc
WMT
|
+$1.76M |
| 5 |
Caterpillar
CAT
|
+$1.32M |
Sector Composition
| 1 | Technology | 33.39% |
| 2 | Financials | 13.21% |
| 3 | Consumer Discretionary | 10.55% |
| 4 | Communication Services | 10.37% |
| 5 | Healthcare | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
RTX Corp
RTX
$240B
| $4.94M | 1.22% |
+25,606
|
|
||
27
Uber
UBER
$142B
| $4.81M | 1.19% |
66,910
-920
|
|
||
28
Williams Companies
WMB
$90.2B
| $4.73M | 1.17% |
65,043
-894
|
|
||
29
Corteva
CTVA
$53.8B
| $4.71M | 1.16% |
56,225
-773
|
|
||
30
American Electric Power
AEP
$70.2B
| $4.35M | 1.07% |
33,148
-3,550
|
|
||
31
Tesla
TSLA
$1.65T
| $4.28M | 1.06% |
11,522
-158
|
|
||
|
32
Gilead Sciences
GILD
$167B
| $4.24M | 1.05% |
30,454
+5,520
|
|
||
33
Home Depot
HD
$317B
| $4.17M | 1.03% |
12,679
-174
|
|
||
34
S&P Global
SPGI
$124B
| $4.14M | 1.02% |
9,728
-133
|
|
||
35
O'Reilly Automotive
ORLY
$73.9B
| $4.04M | 1% |
43,801
-602
|
|
||
36
ServiceNow
NOW
$111B
| $3.98M | 0.98% |
38,027
-523
|
|
||
37
Progressive
PGR
$116B
| $3.85M | 0.95% |
19,434
-267
|
|
||
38
Applied Materials
AMAT
$349B
| $3.75M | 0.93% |
10,965
-150
|
|
||
39
TJX Companies
TJX
$173B
| $3.46M | 0.86% |
21,666
-297
|
|
||
40
Amgen
AMGN
$182B
| $3.41M | 0.84% |
9,679
-133
|
|
||
41
Stryker
SYK
$118B
| $3.31M | 0.82% |
10,077
-138
|
|
||
42
Advanced Micro Devices
AMD
$810B
| $3.3M | 0.81% |
16,198
-222
|
|
||
43
Intuit
INTU
$85.3B
| $3.25M | 0.8% |
7,506
-103
|
|
||
44
Sherwin-Williams
SHW
$75.4B
| $3.2M | 0.79% |
9,973
-137
|
|
||
45
Intercontinental Exchange
ICE
$84.7B
| $3.16M | 0.78% |
20,103
-276
|
|
||
46
Boston Scientific
BSX
$73B
| $3.06M | 0.76% |
48,707
-669
|
|
||
47
Deere & Co
DE
$142B
| $2.99M | 0.74% |
+5,304
|
|
||
48
GE Vernova
GEV
$269B
| $2.78M | 0.69% |
3,189
-3,352
|
|
||
|
49
Netflix
NFLX
$365B
| $2.74M | 0.68% |
28,512
+12,672
|
|
||
50
Insulet
PODD
$10.1B
| $2.65M | 0.66% |
12,643
-173
|
|