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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
TWLO icon
351
Twilio
TWLO
$29.1B
$482K 0.02%
3,832
-21
-0.5% -$2.58K
SNOW icon
352
Snowflake
SNOW
$92.9B
$473K 0.02%
3,136
+216
+7% +$40K
USFD icon
353
US Foods
USFD
$21.4B
$469K 0.02%
5,088
-38
-0.7% -$3.37K
ICE icon
354
Intercontinental Exchange
ICE
$82.4B
$457K 0.02%
2,906
-1,938
-40% -$316K
MTZ icon
355
MasTec
MTZ
$26.7B
$455K 0.02%
1,415
+7
+0.5% +$1.9K
ATI icon
356
ATI
ATI
$27B
$455K 0.02%
3,129
+11
+0.4% +$1.53K
DGX icon
357
Quest Diagnostics
DGX
$25.1B
$455K 0.02%
2,322
-15
-0.6% -$2.91K
EQH icon
358
Equitable Holdings
EQH
$13.1B
$453K 0.02%
12,216
-399
-3% -$17.1K
TDY icon
359
Teledyne Technologies
TDY
$30.4B
$453K 0.02%
749
+4
+0.5% +$2.5K
CRS icon
360
Carpenter Technology
CRS
$30B
$452K 0.02%
1,147
+4
+0.3% +$1.46K
ENTG icon
361
Entegris
ENTG
$19.7B
$451K 0.02%
3,849
+28
+0.7% +$3.31K
WRB icon
362
W.R. Berkley
WRB
$28B
$451K 0.02%
6,804
-418
-6% -$28.8K
DRI icon
363
Darden Restaurants
DRI
$22.5B
$448K 0.02%
2,286
-40
-2% -$8.22K
NVT icon
364
nVent Electric
NVT
$24.5B
$440K 0.02%
3,723
+20
+0.5% +$2.27K
BMRN icon
365
BioMarin Pharmaceuticals
BMRN
$11.5B
$439K 0.02%
7,780
-30
-0.4% -$1.75K
BWXT icon
366
BWX Technologies
BWXT
$16B
$431K 0.02%
2,109
+11
+0.5% +$2.23K
FN icon
367
Fabrinet
FN
$17.1B
$431K 0.02%
826
+4
+0.5% +$2.03K
RCL icon
368
Royal Caribbean
RCL
$78.7B
$430K 0.02%
1,562
– –
PFG icon
369
Principal Financial Group
PFG
$23.6B
$425K 0.02%
4,718
-2,020
-30% -$185K
GLPI icon
370
Gaming and Leisure Properties
GLPI
$12.8B
$424K 0.02%
9,550
+35
+0.4% +$1.62K
NVR icon
371
NVR
NVR
$17.2B
$422K 0.02%
64
+22
+52% +$160K
DASH icon
372
DoorDash
DASH
$75.3B
$417K 0.02%
2,775
-221
-7% -$40.8K
NXT icon
373
Nextpower Inc
NXT
$15.2B
$413K 0.02%
3,425
+17
+0.5% +$1.88K
RBA icon
374
RB Global
RBA
$20.8B
$410K 0.02%
4,276
+5
+0.1% +$530
LNT icon
375
Alliant Energy
LNT
$19.4B
$409K 0.02%
5,706
-219
-4% -$15.1K
13 14
15
16 17

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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.