MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$13.8M
3 +$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1 +$16M
2 +$7.47M
3 +$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
AbbVie
ABBV
+$6.7M

Sector Composition

1 Technology 22.83%
2 Financials 12.17%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZO icon
276
AutoZone
AZO
$61.8B
$1.45M 0.06%
380
-13
FAST icon
277
Fastenal
FAST
$46.9B
$1.44M 0.06%
37,170
-946
BMI icon
278
Badger Meter
BMI
$5.54B
$1.44M 0.06%
7,561
-3,048
LHX icon
279
L3Harris
LHX
$54.4B
$1.42M 0.06%
6,776
-296
WCN icon
280
Waste Connections
WCN
$42.5B
$1.38M 0.06%
7,085
-9
ABNB icon
281
Airbnb
ABNB
$73.3B
$1.37M 0.06%
11,486
+1,810
GIS icon
282
General Mills
GIS
$25B
$1.37M 0.06%
22,881
-87
KKR icon
283
KKR & Co
KKR
$108B
$1.34M 0.05%
11,567
-465
SPG icon
284
Simon Property Group
SPG
$59.9B
$1.32M 0.05%
7,940
+19
DOCU icon
285
DocuSign
DOCU
$14B
$1.29M 0.05%
15,795
-1,078
CTVA icon
286
Corteva
CTVA
$43.3B
$1.28M 0.05%
20,303
+1,316
GLW icon
287
Corning
GLW
$73.3B
$1.24M 0.05%
27,137
+10
MCO icon
288
Moody's
MCO
$87.1B
$1.22M 0.05%
2,627
-139
NEM icon
289
Newmont
NEM
$91B
$1.22M 0.05%
25,268
-37
PSA icon
290
Public Storage
PSA
$48.8B
$1.21M 0.05%
4,047
-29
CDNS icon
291
Cadence Design Systems
CDNS
$88.5B
$1.18M 0.05%
4,652
+187
TDG icon
292
TransDigm Group
TDG
$72.4B
$1.17M 0.05%
845
-38
EMN icon
293
Eastman Chemical
EMN
$6.99B
$1.15M 0.05%
13,005
+9,360
HWM icon
294
Howmet Aerospace
HWM
$83.2B
$1.13M 0.05%
8,683
-733
VRSK icon
295
Verisk Analytics
VRSK
$29.9B
$1.12M 0.05%
3,764
+29
MPC icon
296
Marathon Petroleum
MPC
$58.2B
$1.12M 0.05%
7,662
-413
FCX icon
297
Freeport-McMoran
FCX
$57.2B
$1.11M 0.04%
29,308
-45,044
EBAY icon
298
eBay
EBAY
$37.9B
$1.1M 0.04%
16,288
-1,323
PH icon
299
Parker-Hannifin
PH
$107B
$1.1M 0.04%
1,814
+15
COF icon
300
Capital One
COF
$138B
$1.1M 0.04%
6,117
+53