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
CMG icon
276
Chipotle Mexican Grill
CMG
$41.5B
$812K 0.04%
14,461
-15,558
ROK icon
277
Rockwell Automation
ROK
$42.7B
$802K 0.04%
2,413
-1,352
STX icon
278
Seagate
STX
$56.1B
$797K 0.04%
5,523
+1,209
EBAY icon
279
eBay
EBAY
$38.2B
$783K 0.04%
10,522
-5,766
VRSK icon
280
Verisk Analytics
VRSK
$30.3B
$768K 0.04%
2,467
-1,297
MTB icon
281
M&T Bank
MTB
$28.6B
$763K 0.04%
3,935
-2,039
WCN icon
282
Waste Connections
WCN
$42.9B
$762K 0.04%
4,083
-3,002
GRMN icon
283
Garmin
GRMN
$37.5B
$758K 0.04%
3,634
-10,892
MU icon
284
Micron Technology
MU
$266B
$755K 0.04%
6,125
-12,600
AMAT icon
285
Applied Materials
AMAT
$178B
$729K 0.04%
3,982
-9,635
NBIX icon
286
Neurocrine Biosciences
NBIX
$14.4B
$728K 0.04%
5,793
-1,099
HPE icon
287
Hewlett Packard
HPE
$30.3B
$720K 0.04%
35,229
-16,492
PSA icon
288
Public Storage
PSA
$48.1B
$711K 0.04%
2,424
-1,623
AZO icon
289
AutoZone
AZO
$63.5B
$705K 0.04%
190
-190
BMY icon
290
Bristol-Myers Squibb
BMY
$99B
$690K 0.03%
14,906
-21,125
SPG icon
291
Simon Property Group
SPG
$59.9B
$688K 0.03%
4,278
-3,662
WSO icon
292
Watsco Inc
WSO
$14.1B
$677K 0.03%
1,534
-391
JNPR
293
DELISTED
Juniper Networks
JNPR
$677K 0.03%
16,948
-3,187
STT icon
294
State Street
STT
$33B
$675K 0.03%
6,344
-4,390
HWM icon
295
Howmet Aerospace
HWM
$81B
$670K 0.03%
3,601
-5,082
SNOW icon
296
Snowflake
SNOW
$87B
$669K 0.03%
2,990
-3,371
TSN icon
297
Tyson Foods
TSN
$19.2B
$661K 0.03%
11,812
+3,080
NOC icon
298
Northrop Grumman
NOC
$79.6B
$659K 0.03%
1,319
-7,205
AEE icon
299
Ameren
AEE
$28.3B
$658K 0.03%
6,850
-3,097
DLR icon
300
Digital Realty Trust
DLR
$54.3B
$645K 0.03%
3,701
-3,603