MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$2.02B
AUM Growth
-$467M
(-19%)
Holding
673
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.33M | |
| 3 | +$2.24M | |
| 4 |
Healthpeak Properties
DOC
|
+$2.17M |
| 5 |
Aptiv
APTV
|
+$2.14M |
Top Sells
| 1 | +$48.5M | |
| 2 | +$44.4M | |
| 3 | +$36.3M | |
| 4 |
Amazon
AMZN
|
+$24.9M |
| 5 |
Meta Platforms (Facebook)
META
|
+$19.3M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Financials | 11.78% |
| 3 | Industrials | 11.56% |
| 4 | Healthcare | 10.18% |
| 5 | Consumer Staples | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kroger
KR
$43.7B
| $1.49M | 0.07% |
20,793
-6,677
|
|
||
227
Bank of New York Mellon
BK
$77.4B
| $1.46M | 0.07% |
15,992
-8,062
|
|
||
228
Advanced Micro Devices
AMD
$404B
| $1.44M | 0.07% |
10,152
-19,186
|
|
||
229
Yum! Brands
YUM
$41.6B
| $1.43M | 0.07% |
9,647
-1,921
|
|
||
230
Omnicom Group
OMC
$14.1B
| $1.42M | 0.07% |
19,795
-7,443
|
|
||
231
Amphenol
APH
$166B
| $1.42M | 0.07% |
14,416
-17,428
|
|
||
232
Arthur J. Gallagher & Co
AJG
$65.9B
| $1.38M | 0.07% |
4,312
-2,712
|
|
||
233
SLB Ltd
SLB
$54.2B
| $1.35M | 0.07% |
39,815
-41,846
|
|
||
234
Stryker
SYK
$143B
| $1.34M | 0.07% |
3,398
-4,272
|
|
||
235
Hartford Financial Services
HIG
$37.2B
| $1.34M | 0.07% |
10,532
-23,345
|
|
||
236
O'Reilly Automotive
ORLY
$83B
| $1.32M | 0.07% |
14,673
-7,242
|
|
||
237
Kinder Morgan
KMI
$59.8B
| $1.32M | 0.07% |
44,765
-23,370
|
|
||
238
Southern Company
SO
$100B
| $1.31M | 0.07% |
14,279
-12,578
|
|
||
239
American Electric Power
AEP
$65B
| $1.3M | 0.06% |
12,557
-6,193
|
|
||
240
Morgan Stanley
MS
$263B
| $1.29M | 0.06% |
9,124
-13,364
|
|
||
241
VICI Properties
VICI
$32.5B
| $1.28M | 0.06% |
39,204
-64,671
|
|
||
242
MetLife
MET
$52.4B
| $1.26M | 0.06% |
15,616
-4,595
|
|
||
243
Texas Pacific Land
TPL
$22.7B
| $1.18M | 0.06% |
1,120
-223
|
|
||
244
TKO Group
TKO
$14.4B
| $1.18M | 0.06% |
+6,480
|
|
||
245
WEC Energy
WEC
$36.3B
| $1.18M | 0.06% |
11,299
-3,526
|
|
||
246
Public Service Enterprise Group
PEG
$41.1B
| $1.16M | 0.06% |
13,795
-7,102
|
|
||
247
American Water Works
AWK
$25.7B
| $1.16M | 0.06% |
8,336
-2,963
|
|
||
248
Norfolk Southern
NSC
$63.6B
| $1.15M | 0.06% |
4,487
-2,664
|
|
||
249
Paychex
PAYX
$40.2B
| $1.14M | 0.06% |
7,815
-2,859
|
|
||
250
Darden Restaurants
DRI
$20.4B
| $1.13M | 0.06% |
5,196
+1,006
|
|