MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.33M
3 +$2.24M
4
DOC icon
Healthpeak Properties
DOC
+$2.17M
5
APTV icon
Aptiv
APTV
+$2.14M

Top Sells

1 +$48.5M
2 +$44.4M
3 +$36.3M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
META icon
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
WMB icon
251
Williams Companies
WMB
$72.8B
$1.13M 0.06%
17,947
-14,752
KDP icon
252
Keurig Dr Pepper
KDP
$36.7B
$1.13M 0.06%
34,067
-10,541
ICE icon
253
Intercontinental Exchange
ICE
$87.1B
$1.1M 0.05%
5,994
-6,526
PCAR icon
254
PACCAR
PCAR
$50.7B
$1.09M 0.05%
11,487
-6,735
LHX icon
255
L3Harris
LHX
$53.9B
$1.09M 0.05%
4,344
-2,432
FAST icon
256
Fastenal
FAST
$46.8B
$1.09M 0.05%
25,930
-11,240
MMC icon
257
Marsh & McLennan
MMC
$90.1B
$1.07M 0.05%
4,906
-5,849
GILD icon
258
Gilead Sciences
GILD
$155B
$1.05M 0.05%
9,465
-15,850
OKE icon
259
Oneok
OKE
$43.7B
$1.03M 0.05%
12,558
-7,987
CMI icon
260
Cummins
CMI
$64.5B
$1.01M 0.05%
3,096
-1,725
XEL icon
261
Xcel Energy
XEL
$47.4B
$978K 0.05%
14,354
-7,009
KVUE icon
262
Kenvue
KVUE
$32.1B
$974K 0.05%
46,537
-20,199
NVR icon
263
NVR
NVR
$19.8B
$968K 0.05%
131
+43
ELV icon
264
Elevance Health
ELV
$73B
$930K 0.05%
2,391
-1,804
DUK icon
265
Duke Energy
DUK
$96.1B
$916K 0.05%
7,764
-8,832
CF icon
266
CF Industries
CF
$13.2B
$915K 0.05%
9,944
-2,281
DELL icon
267
Dell
DELL
$89.8B
$906K 0.05%
7,393
+1,898
EQIX icon
268
Equinix
EQIX
$77.2B
$901K 0.04%
1,133
-1,080
LULU icon
269
lululemon athletica
LULU
$20.1B
$896K 0.04%
3,773
+2,004
TAP icon
270
Molson Coors Class B
TAP
$9.27B
$892K 0.04%
18,539
+7,456
GLW icon
271
Corning
GLW
$70.6B
$885K 0.04%
16,828
-10,309
HBAN icon
272
Huntington Bancshares
HBAN
$24.6B
$880K 0.04%
52,528
-9,820
GIS icon
273
General Mills
GIS
$25.2B
$877K 0.04%
16,923
-5,958
FERG icon
274
Ferguson
FERG
$48.8B
$857K 0.04%
3,936
-2,444
CTVA icon
275
Corteva
CTVA
$44.7B
$855K 0.04%
11,473
-8,830