MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.02B
1-Year Est. Return
18.87%
1 Year Est. Return
+18.87%
AUM
$2.48B
AUM Growth
-$147M
(-5.6%)
Holding
694
Top Buys
| 1 | +$19.4M | |
| 2 | +$13.8M | |
| 3 | +$11.6M | |
| 4 |
Essential Utilities
WTRG
|
+$10.7M |
| 5 |
National Fuel Gas
NFG
|
+$10.1M |
Top Sells
| 1 | +$16M | |
| 2 | +$7.47M | |
| 3 | +$7.06M | |
| 4 |
Polaris
PII
|
+$6.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Kraft Heinz
KHC
$28.7B
| $1.08M | 0.04% |
35,409
-326
|
|
||
302
M&T Bank
MTB
$28.6B
| $1.07M | 0.04% |
5,974
-202
|
|
||
303
Digital Realty Trust
DLR
$58.4B
| $1.05M | 0.04% |
7,304
|
|
||
304
Kellanova
K
$29B
| $1.02M | 0.04% |
12,422
-10
|
|
||
305
Ferguson
FERG
$50.1B
| $1.02M | 0.04% |
6,380
-10
|
|
||
306
FedEx
FDX
$61.8B
| $1M | 0.04% |
4,119
-132
|
|
||
307
Ameren
AEE
$28.3B
| $999K | 0.04% |
9,947
+10
|
|
||
308
Watsco Inc
WSO
$14.3B
| $978K | 0.04% |
1,925
-24
|
|
||
309
Fidelity National Financial
FNF
$15.5B
| $977K | 0.04% |
15,017
-65
|
|
||
310
Rockwell Automation
ROK
$42B
| $973K | 0.04% |
3,765
-10
|
|
||
311
Workday
WDAY
$60.1B
| $972K | 0.04% |
4,163
+650
|
|
||
312
State Street
STT
$33B
| $961K | 0.04% |
10,734
-661
|
|
||
313
CF Industries
CF
$12.8B
| $955K | 0.04% |
12,225
+6,420
|
|
||
314
Hershey
HSY
$34.6B
| $949K | 0.04% |
5,546
|
|
||
315
Huntington Bancshares
HBAN
$24.6B
| $936K | 0.04% |
62,348
-155,192
|
|
||
316
Tractor Supply
TSCO
$28.7B
| $935K | 0.04% |
16,970
-90
|
|
||
317
DoorDash
DASH
$88.1B
| $931K | 0.04% |
5,094
+584
|
|
||
318
Snowflake
SNOW
$89.1B
| $930K | 0.04% |
6,361
+456
|
|
||
319
Deckers Outdoor
DECK
$11.9B
| $922K | 0.04% |
8,250
+5,827
|
|
||
320
Autodesk
ADSK
$63.3B
| $918K | 0.04% |
3,505
-217
|
|
||
321
HP
HPQ
$24.6B
| $911K | 0.04% |
32,908
-376
|
|
||
322
Royal Caribbean
RCL
$69.8B
| $906K | 0.04% |
4,411
-41
|
|
||
323
Atmos Energy
ATO
$28.4B
| $896K | 0.04% |
5,795
-180
|
|
||
324
Strategy Inc
MSTR
$69.5B
| $896K | 0.04% |
3,107
+597
|
|
||
325
Apollo Global Management
APO
$76.8B
| $873K | 0.04% |
6,378
+869
|
|