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
$2.1B
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
SPG icon
276
Simon Property Group
SPG
$59.5B
$819K 0.04%
4,362
+84
PAYX icon
277
Paychex
PAYX
$39.7B
$817K 0.04%
6,449
-1,366
NOC icon
278
Northrop Grumman
NOC
$93.4B
$799K 0.04%
1,311
-8
DASH icon
279
DoorDash
DASH
$90.6B
$792K 0.04%
2,912
+486
ELV icon
280
Elevance Health
ELV
$84.9B
$789K 0.04%
2,442
+51
GIS icon
281
General Mills
GIS
$24.3B
$764K 0.04%
15,160
-1,763
NBIX icon
282
Neurocrine Biosciences
NBIX
$13.3B
$755K 0.04%
5,379
-414
HWM icon
283
Howmet Aerospace
HWM
$90.3B
$746K 0.04%
3,801
+200
MTB icon
284
M&T Bank
MTB
$32.7B
$743K 0.04%
3,762
-173
STT icon
285
State Street
STT
$38.1B
$731K 0.03%
6,304
-40
AEE icon
286
Ameren
AEE
$27.9B
$723K 0.03%
6,930
+80
HBAN icon
287
Huntington Bancshares
HBAN
$28.3B
$715K 0.03%
41,418
-11,110
KKR icon
288
KKR & Co
KKR
$117B
$715K 0.03%
5,503
+1,417
WCN icon
289
Waste Connections
WCN
$42.9B
$713K 0.03%
4,056
-27
HSY icon
290
Hershey
HSY
$40.8B
$711K 0.03%
3,801
-6
BMY icon
291
Bristol-Myers Squibb
BMY
$115B
$706K 0.03%
15,656
+750
BA icon
292
Boeing
BA
$194B
$692K 0.03%
3,207
+134
KVUE icon
293
Kenvue
KVUE
$33.1B
$691K 0.03%
42,561
-3,976
FIX icon
294
Comfort Systems
FIX
$38.5B
$675K 0.03%
818
-26
FNF icon
295
Fidelity National Financial
FNF
$14.3B
$673K 0.03%
11,123
-344
PSTG icon
296
Pure Storage
PSTG
$23.9B
$664K 0.03%
7,917
-238
ATO icon
297
Atmos Energy
ATO
$27.5B
$663K 0.03%
3,883
-174
SNOW icon
298
Snowflake
SNOW
$71.1B
$654K 0.03%
2,899
-91
RPM icon
299
RPM International
RPM
$14.4B
$652K 0.03%
5,534
-88
LEN icon
300
Lennar Class A
LEN
$30.2B
$640K 0.03%
5,080
-60
10 11
12
13 14