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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
1 Technology 24.48%
2 Financials 11.47%
3 Industrials 11.15%
4 Healthcare 10.13%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
226
Cummins
CMI
$88.4B
$1.51M 0.07%
3,575
+479
+15% +$184K
CINF icon
227
Cincinnati Financial
CINF
$26.6B
$1.5M 0.07%
+9,507
New +$1.44M
SLB icon
228
SLB Ltd
SLB
$78.7B
$1.45M 0.07%
42,199
+2,384
+6% +$83K
LHX icon
229
L3Harris
LHX
$52.8B
$1.42M 0.07%
4,634
+290
+7% +$79.3K
AEP icon
230
American Electric Power
AEP
$67.5B
$1.41M 0.07%
12,577
+20
+0.2% +$2.19K
GLW icon
231
Corning
GLW
$142B
$1.39M 0.07%
16,888
+60
+0.4% +$3.92K
ADBE icon
232
Adobe
ADBE
$103B
$1.38M 0.07%
3,901
-1,474
-27% -$529K
BFAM icon
233
Bright Horizons
BFAM
$3.75B
$1.36M 0.06%
12,538
-198
-2% -$22.9K
NSC icon
234
Norfolk Southern
NSC
$75.1B
$1.35M 0.06%
4,487
– –
MS icon
235
Morgan Stanley
MS
$343B
$1.34M 0.06%
8,399
-725
-8% -$107K
SO icon
236
Southern Company
SO
$106B
$1.32M 0.06%
13,937
-342
-2% -$31.9K
STX icon
237
Seagate
STX
$198B
$1.31M 0.06%
5,553
+30
+0.5% +$5.12K
WEC icon
238
WEC Energy
WEC
$35.6B
$1.3M 0.06%
11,382
+83
+0.7% +$9K
YUM icon
239
Yum! Brands
YUM
$39.6B
$1.3M 0.06%
8,556
-1,091
-11% -$161K
FAST icon
240
Fastenal
FAST
$60.1B
$1.28M 0.06%
26,080
+150
+0.6% +$7.09K
AJG icon
241
Arthur J. Gallagher & Co
AJG
$64.9B
$1.27M 0.06%
4,099
-213
-5% -$64.2K
KMI icon
242
Kinder Morgan
KMI
$70.2B
$1.26M 0.06%
44,635
-130
-0.3% -$3.56K
DELL icon
243
Dell
DELL
$299B
$1.23M 0.06%
8,655
+1,262
+17% +$164K
UPS icon
244
United Parcel Service
UPS
$88.2B
$1.22M 0.06%
14,664
-1,572
-10% -$142K
TPL icon
245
Texas Pacific Land
TPL
$24.7B
$1.21M 0.06%
3,879
+519
+15% +$163K
MU icon
246
Micron Technology
MU
$1.03T
$1.17M 0.06%
6,992
+867
+14% +$111K
XEL icon
247
Xcel Energy
XEL
$48.7B
$1.16M 0.06%
14,433
+79
+0.6% +$5.71K
KR icon
248
Kroger
KR
$34.1B
$1.15M 0.05%
17,100
-3,693
-18% -$257K
CTVA icon
249
Corteva
CTVA
$50.5B
$1.14M 0.05%
16,851
+5,378
+47% +$390K
WMB icon
250
Williams Companies
WMB
$89.5B
$1.13M 0.05%
17,807
-140
-0.8% -$8.22K
8 9
10
11 12

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.