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
DRI icon
326
Darden Restaurants
DRI
$20.7B
$871K 0.04%
4,190
+390
FITB icon
327
Fifth Third Bancorp
FITB
$28.3B
$868K 0.04%
22,154
-634
EA icon
328
Electronic Arts
EA
$50B
$864K 0.03%
5,981
-229
AIG icon
329
American International
AIG
$41.5B
$858K 0.03%
9,870
-383
MRVL icon
330
Marvell Technology
MRVL
$78.4B
$856K 0.03%
13,896
+20
TFC icon
331
Truist Financial
TFC
$57.2B
$855K 0.03%
20,788
+28
BMRN icon
332
BioMarin Pharmaceuticals
BMRN
$9.89B
$850K 0.03%
12,025
-530
DT icon
333
Dynatrace
DT
$14.2B
$839K 0.03%
17,796
-673
CRH icon
334
CRH
CRH
$75.7B
$839K 0.03%
9,534
-256
CTSH icon
335
Cognizant
CTSH
$35.3B
$839K 0.03%
10,961
+67
CTRA icon
336
Coterra Energy
CTRA
$20.2B
$837K 0.03%
28,945
-919
GM icon
337
General Motors
GM
$66B
$814K 0.03%
17,301
-1,441
GDDY icon
338
GoDaddy
GDDY
$17.8B
$809K 0.03%
4,492
-84
HPE icon
339
Hewlett Packard
HPE
$30.9B
$798K 0.03%
51,721
+4,222
ACGL icon
340
Arch Capital
ACGL
$32.5B
$796K 0.03%
8,279
+91
LNG icon
341
Cheniere Energy
LNG
$44.7B
$795K 0.03%
3,435
APP icon
342
Applovin
APP
$210B
$790K 0.03%
2,980
+20
MAR icon
343
Marriott International
MAR
$78.1B
$788K 0.03%
3,310
CPRT icon
344
Copart
CPRT
$39.2B
$788K 0.03%
13,920
+286
INVH icon
345
Invitation Homes
INVH
$17.2B
$787K 0.03%
22,581
-1,424
WAB icon
346
Wabtec
WAB
$35.3B
$786K 0.03%
4,332
-381
AOS icon
347
A.O. Smith
AOS
$9.23B
$784K 0.03%
11,990
-4,820
NXPI icon
348
NXP Semiconductors
NXPI
$51.5B
$780K 0.03%
4,105
-85
TRGP icon
349
Targa Resources
TRGP
$36.9B
$774K 0.03%
3,860
-812
RF icon
350
Regions Financial
RF
$21.8B
$766K 0.03%
35,239
+5,501
12 13
14
15 16