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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+1.62%
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
$2B
AUM Growth
-$76.8M
Cap. Flow
-$55.1M
Cap. Flow %
-2.75%
Top 10 Hldgs %
22.26%
Holding
583
New
37
Increased
213
Reduced
292
Closed
35

Top Buys

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$14.8M
2
PII icon
Polaris
PII
+$9.11M
3
AVA icon
Avista
AVA
+$8.33M
4
WLK icon
Westlake Corp
WLK
+$7.71M
5
CLX icon
Clorox
CLX
+$6.65M

Top Sells

Rank Stock Value
1
UGI icon
UGI
UGI
+$16.2M
2
CVX icon
Chevron
CVX
+$13.2M
3
BEN icon
Franklin Resources
BEN
+$8.68M
4
ABBV icon
AbbVie
ABBV
+$7.72M
5
ABT icon
Abbott
ABT
+$7.28M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Industrials 12.76%
3 Financials 10.7%
4 Consumer Staples 10.23%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RS icon
301
Reliance Steel & Aluminium
RS
$20.8B
$682K 0.03%
2,244
+2
+0.1% +$635
CASY icon
302
Casey's General Stores
CASY
$31.9B
$681K 0.03%
936
+80
+9% +$52.1K
RF icon
303
Regions Financial
RF
$26.3B
$673K 0.03%
25,768
+7,880
+44% +$220K
AWK icon
304
American Water Works
AWK
$26.3B
$672K 0.03%
4,940
-1,789
-27% -$236K
AZO icon
305
AutoZone
AZO
$48.3B
$672K 0.03%
199
-12
-6% -$43.1K
BA icon
306
Boeing
BA
$165B
$669K 0.03%
3,362
+61
+2% +$13.9K
HOOD icon
307
Robinhood
HOOD
$85.2B
$665K 0.03%
9,594
+6,777
+241% +$595K
WCN
308
Waste Connections
WCN
$42.8B
$647K 0.03%
3,984
-21
-0.5% -$3.5K
FTI icon
309
TechnipFMC
FTI
$30.6B
$645K 0.03%
9,332
+19
+0.2% +$1.14K
ADBE icon
310
Adobe
ADBE
$89.5B
$638K 0.03%
2,623
-561
-18% -$155K
CW icon
311
Curtiss-Wright
CW
$27.7B
$633K 0.03%
930
+81
+10% +$53.9K
CFG icon
312
Citizens Financial Group
CFG
$30.4B
$618K 0.03%
10,310
+1,132
+12% +$69.6K
FLEX icon
313
Flex
FLEX
$43.4B
$610K 0.03%
9,319
-34
-0.4% -$2.17K
VTR icon
314
Ventas
VTR
$48.9B
$607K 0.03%
7,420
+2,359
+47% +$193K
PAYX icon
315
Paychex
PAYX
$40.4B
$603K 0.03%
6,549
-50
-0.8% -$4.95K
MRVL icon
316
Marvell Technology
MRVL
$174B
$590K 0.03%
5,960
+415
+7% +$34.9K
PSA icon
317
Public Storage
PSA
$60.2B
$590K 0.03%
2,179
-36
-2% -$10.3K
AON icon
318
Aon
AON
$77.3B
$586K 0.03%
1,814
+270
+17% +$89.7K
ILMN icon
319
Illumina
ILMN
$29.4B
$582K 0.03%
4,725
+11
+0.2% +$1.44K
FIX icon
320
Comfort Systems
FIX
$61B
$579K 0.03%
+420
New +$533K
AMT icon
321
American Tower
AMT
$77.7B
$568K 0.03%
3,290
+768
+30% +$138K
BR icon
322
Broadridge
BR
$17.2B
$567K 0.03%
3,487
+685
+24% +$130K
TT icon
323
Trane Technologies
TT
$106B
$566K 0.03%
1,358
-461
-25% -$196K
MBB icon
324
iShares MBS ETF
MBB
$39B
$565K 0.03%
5,953
-74,293
-93% -$7.1M
DKS icon
325
Dick's Sporting Goods
DKS
$18.4B
$560K 0.03%
2,826
+15
+0.5% +$3.04K
11 12
13
14 15

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Meiji Yasuda Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meiji Yasuda Asset Management held 583 positions worth $2B, down 3.7% from $2.08B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Meiji Yasuda Asset Management's Q1 2026 filing shows 37 new, 213 increased, 292 reduced and 35 closed positions. Its largest new stake was Polaris: 145,416 shares worth $7.93M. The largest sale was UGI, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q1 2026 buy was Polaris: 145,416 shares worth $7.93M.
  • Meiji Yasuda Asset Management added most to Robert Half in Q1 2026, an estimated $14.8M increase.
  • Meiji Yasuda Asset Management's biggest Q1 2026 reduction was Chevron, cutting an estimated $13.2M.
  • Meiji Yasuda Asset Management fully exited UGI in Q1 2026, selling an estimated $16.2M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 22% of its $2B portfolio in Q1 2026.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 35 in Q1 2026.
  • Meiji Yasuda Asset Management's portfolio value fell 3.7% quarter-over-quarter to $2B.

Based on Meiji Yasuda Asset Management's 13F filing for Q1 2026, filed 14 May 2026.