MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$2.96M
3 +$2.95M
4
JCI icon
Johnson Controls International
JCI
+$2.94M
5
FDX icon
FedEx
FDX
+$2.75M

Top Sells

1 +$4.13M
2 +$3.92M
3 +$3.56M
4
MCK icon
McKesson
MCK
+$2.9M
5
MO icon
Altria Group
MO
+$2.76M

Sector Composition

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
$79.8B
$1.51M 0.07%
3,575
+479
CINF icon
227
Cincinnati Financial
CINF
$26.9B
$1.5M 0.07%
+9,507
SLB icon
228
SLB Ltd
SLB
$75.8B
$1.45M 0.07%
42,199
+2,384
LHX icon
229
L3Harris
LHX
$65.4B
$1.42M 0.07%
4,634
+290
AEP icon
230
American Electric Power
AEP
$64.5B
$1.41M 0.07%
12,577
+20
GLW icon
231
Corning
GLW
$105B
$1.39M 0.07%
16,888
+60
ADBE icon
232
Adobe
ADBE
$110B
$1.38M 0.07%
3,901
-1,474
BFAM icon
233
Bright Horizons
BFAM
$4.87B
$1.36M 0.06%
12,538
-198
NSC icon
234
Norfolk Southern
NSC
$68.8B
$1.35M 0.06%
4,487
MS icon
235
Morgan Stanley
MS
$285B
$1.34M 0.06%
8,399
-725
SO icon
236
Southern Company
SO
$99.2B
$1.32M 0.06%
13,937
-342
STX icon
237
Seagate
STX
$93.6B
$1.31M 0.06%
5,553
+30
WEC icon
238
WEC Energy
WEC
$36.3B
$1.3M 0.06%
11,382
+83
YUM icon
239
Yum! Brands
YUM
$45.1B
$1.3M 0.06%
8,556
-1,091
FAST icon
240
Fastenal
FAST
$54.8B
$1.28M 0.06%
26,080
+150
AJG icon
241
Arthur J. Gallagher & Co
AJG
$62.1B
$1.27M 0.06%
4,099
-213
KMI icon
242
Kinder Morgan
KMI
$67.9B
$1.26M 0.06%
44,635
-130
DELL icon
243
Dell
DELL
$80.2B
$1.23M 0.06%
8,655
+1,262
UPS icon
244
United Parcel Service
UPS
$99.5B
$1.22M 0.06%
14,664
-1,572
TPL icon
245
Texas Pacific Land
TPL
$25.2B
$1.21M 0.06%
3,879
+519
MU icon
246
Micron Technology
MU
$444B
$1.17M 0.06%
6,992
+867
XEL icon
247
Xcel Energy
XEL
$44.9B
$1.16M 0.06%
14,433
+79
KR icon
248
Kroger
KR
$42.7B
$1.15M 0.05%
17,100
-3,693
CTVA icon
249
Corteva
CTVA
$48.8B
$1.14M 0.05%
16,851
+5,378
WMB icon
250
Williams Companies
WMB
$81.7B
$1.13M 0.05%
17,807
-140