We are live on ! Find out more
MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
$71.3B
$819K 0.04%
4,362
+84
+2% +$14.5K
PAYX icon
277
Paychex
PAYX
$42.7B
$817K 0.04%
6,449
-1,366
-17% -$189K
NOC icon
278
Northrop Grumman
NOC
$81.6B
$799K 0.04%
1,311
-8
-0.6% -$4.54K
DASH icon
279
DoorDash
DASH
$92.8B
$792K 0.04%
2,912
+486
+20% +$122K
ELV icon
280
Elevance Health
ELV
$85.7B
$789K 0.04%
2,442
+51
+2% +$15.9K
GIS icon
281
General Mills
GIS
$20.2B
$764K 0.04%
15,160
-1,763
-10% -$88.4K
NBIX icon
282
Neurocrine Biosciences
NBIX
$16B
$755K 0.04%
5,379
-414
-7% -$56.1K
HWM icon
283
Howmet Aerospace
HWM
$113B
$746K 0.04%
3,801
+200
+6% +$36.5K
MTB icon
284
M&T Bank
MTB
$36.5B
$743K 0.04%
3,762
-173
-4% -$33.9K
STT icon
285
State Street
STT
$52.1B
$731K 0.03%
6,304
-40
-0.6% -$4.46K
AEE icon
286
Ameren
AEE
$30B
$723K 0.03%
6,930
+80
+1% +$7.99K
HBAN icon
287
Huntington Bancshares
HBAN
$36B
$715K 0.03%
41,418
-11,110
-21% -$190K
KKR icon
288
KKR & Co
KKR
$99B
$715K 0.03%
5,503
+1,417
+35% +$201K
WCN
289
Waste Connections
WCN
$42.1B
$713K 0.03%
4,056
-27
-0.7% -$4.91K
HSY icon
290
Hershey
HSY
$36.6B
$711K 0.03%
3,801
-6
-0.2% -$1.09K
BMY icon
291
Bristol-Myers Squibb
BMY
$130B
$706K 0.03%
15,656
+750
+5% +$35K
BA icon
292
Boeing
BA
$182B
$692K 0.03%
3,207
+134
+4% +$30.2K
KVUE icon
293
Kenvue
KVUE
$36.5B
$691K 0.03%
42,561
-3,976
-9% -$81.2K
FIX icon
294
Comfort Systems
FIX
$61.5B
$675K 0.03%
818
-26
-3% -$17.6K
FNF icon
295
Fidelity National Financial
FNF
$12.7B
$673K 0.03%
11,123
-344
-3% -$20K
P
296
Everpure Inc
P
$36.6B
$664K 0.03%
7,917
-238
-3% -$15.8K
ATO icon
297
Atmos Energy
ATO
$28.6B
$663K 0.03%
3,883
-174
-4% -$28.1K
SNOW icon
298
Snowflake
SNOW
$118B
$654K 0.03%
2,899
-91
-3% -$19.5K
RPM icon
299
RPM International
RPM
$14.7B
$652K 0.03%
5,534
-88
-2% -$10.6K
LEN icon
300
Lennar Class A
LEN
$20.7B
$640K 0.03%
5,080
-60
-1% -$7.45K
10 11
12
13 14

Similar funds

LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
C
Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BGM
Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return

Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.