MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.02B
1-Year Est. Return
18.87%
1 Year Est. Return
+18.87%
AUM
$2.48B
AUM Growth
-$147M
(-5.6%)
Holding
694
Top Buys
| 1 | +$19.4M | |
| 2 | +$13.8M | |
| 3 | +$11.6M | |
| 4 |
Essential Utilities
WTRG
|
+$10.7M |
| 5 |
National Fuel Gas
NFG
|
+$10.1M |
Top Sells
| 1 | +$16M | |
| 2 | +$7.47M | |
| 3 | +$7.06M | |
| 4 |
Polaris
PII
|
+$6.7M |
| 5 |
AbbVie
ABBV
|
+$6.7M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 12.17% |
| 3 | Healthcare | 11.24% |
| 4 | Industrials | 10.19% |
| 5 | Consumer Staples | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Intercontinental Exchange
ICE
$85B
| $2.16M | 0.09% |
12,520
-3,774
|
|
||
227
Boeing
BA
$148B
| $2.14M | 0.09% |
12,545
+455
|
|
||
228
Allstate
ALL
$52.9B
| $2.12M | 0.09% |
10,242
-255
|
|
||
229
O'Reilly Automotive
ORLY
$82.1B
| $2.09M | 0.08% |
21,915
-855
|
|
||
230
Amphenol
APH
$170B
| $2.09M | 0.08% |
31,844
+1,379
|
|
||
231
Arm
ARM
$162B
| $2.05M | 0.08% |
19,200
-526
|
|
||
232
American Electric Power
AEP
$65B
| $2.05M | 0.08% |
18,750
+200
|
|
||
233
Oneok
OKE
$42.9B
| $2.04M | 0.08% |
20,545
+1,829
|
|
||
234
Duke Energy
DUK
$96.2B
| $2.02M | 0.08% |
16,596
+68
|
|
||
235
Bank of New York Mellon
BK
$76.5B
| $2.02M | 0.08% |
24,054
-1,360
|
|
||
236
Applied Materials
AMAT
$183B
| $1.98M | 0.08% |
13,617
-837
|
|
||
237
Williams Companies
WMB
$72.8B
| $1.95M | 0.08% |
32,699
-417
|
|
||
238
Kinder Morgan
KMI
$59.1B
| $1.94M | 0.08% |
68,135
+770
|
|
||
239
Johnson Controls International
JCI
$80B
| $1.87M | 0.08% |
23,337
-271
|
|
||
240
Kroger
KR
$43B
| $1.86M | 0.07% |
27,470
-423
|
|
||
241
Lam Research
LRCX
$200B
| $1.85M | 0.07% |
25,513
-1,149
|
|
||
242
Leidos
LDOS
$25.2B
| $1.83M | 0.07% |
13,556
+10,388
|
|
||
243
Elevance Health
ELV
$70.6B
| $1.82M | 0.07% |
4,195
-85
|
|
||
244
Yum! Brands
YUM
$41.4B
| $1.82M | 0.07% |
11,568
|
|
||
245
Element Solutions
ESI
$6.69B
| $1.82M | 0.07% |
80,509
-3,461
|
|
||
246
Phillips 66
PSX
$55.6B
| $1.81M | 0.07% |
14,672
-292
|
|
||
247
Equinix
EQIX
$81B
| $1.8M | 0.07% |
2,213
|
|
||
248
RenaissanceRe
RNR
$12.4B
| $1.8M | 0.07% |
7,487
+6,220
|
|
||
249
Texas Pacific Land
TPL
$22.6B
| $1.78M | 0.07% |
1,343
+1,084
|
|
||
250
PACCAR
PCAR
$51.8B
| $1.77M | 0.07% |
18,222
+329
|
|