MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.05M
3 +$3.98M
4
MU icon
Micron Technology
MU
+$3.72M
5
RTX icon
RTX Corp
RTX
+$3.63M

Top Sells

1 +$6.58M
2 +$5.06M
3 +$4.75M
4
AAPL icon
Apple
AAPL
+$4.72M
5
XYL icon
Xylem
XYL
+$4.29M

Sector Composition

1 Technology 23.83%
2 Industrials 11.64%
3 Financials 11.45%
4 Healthcare 10.93%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDLZ icon
226
Mondelez International
MDLZ
$72B
$1.66M 0.08%
30,922
-611
SLB icon
227
SLB Ltd
SLB
$81.6B
$1.54M 0.07%
40,110
-2,089
FDS icon
228
Factset
FDS
$8.84B
$1.54M 0.07%
5,291
-215
GILD icon
229
Gilead Sciences
GILD
$165B
$1.52M 0.07%
12,364
+2,324
GLW icon
230
Corning
GLW
$145B
$1.51M 0.07%
17,199
+311
COF icon
231
Capital One
COF
$124B
$1.49M 0.07%
6,131
+1,884
UPS icon
232
United Parcel Service
UPS
$89.5B
$1.46M 0.07%
14,704
+40
AEP icon
233
American Electric Power
AEP
$71.5B
$1.43M 0.07%
12,435
-142
T icon
234
AT&T
T
$181B
$1.4M 0.07%
56,476
+864
MS icon
235
Morgan Stanley
MS
$302B
$1.35M 0.07%
7,621
-778
LHX icon
236
L3Harris
LHX
$61.9B
$1.32M 0.06%
4,492
-142
MSI icon
237
Motorola Solutions
MSI
$73.4B
$1.31M 0.06%
3,405
-107
NSC icon
238
Norfolk Southern
NSC
$67B
$1.28M 0.06%
4,443
-44
UBER icon
239
Uber
UBER
$154B
$1.26M 0.06%
15,430
-1,739
YUM icon
240
Yum! Brands
YUM
$43.9B
$1.26M 0.06%
8,323
-233
PCAR icon
241
PACCAR
PCAR
$65.9B
$1.25M 0.06%
11,447
+165
KMI icon
242
Kinder Morgan
KMI
$70.8B
$1.22M 0.06%
44,345
-290
SO icon
243
Southern Company
SO
$104B
$1.22M 0.06%
13,966
+29
WEC icon
244
WEC Energy
WEC
$36.9B
$1.22M 0.06%
11,546
+164
AJG icon
245
Arthur J. Gallagher & Co
AJG
$56.8B
$1.2M 0.06%
4,626
+527
ORLY icon
246
O'Reilly Automotive
ORLY
$78.6B
$1.17M 0.06%
12,775
-15,510
PEG icon
247
Public Service Enterprise Group
PEG
$39.2B
$1.16M 0.06%
14,500
+1,485
TPL icon
248
Texas Pacific Land
TPL
$30.3B
$1.12M 0.05%
3,891
+12
ADBE icon
249
Adobe
ADBE
$103B
$1.11M 0.05%
3,184
-717
CINF icon
250
Cincinnati Financial
CINF
$25.9B
$1.11M 0.05%
6,819
-2,688