MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.33M
3
+$2.24M
4
DOC icon
Healthpeak Properties
DOC
+$2.17M
5
APTV icon
Aptiv
APTV
+$2.14M

Top Sells

1
+$48.5M
2
+$44.4M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
META icon
Meta Platforms (Facebook)
META
+$19.3M

Sector Composition

1 Technology 23.42%
2 Financials 11.78%
3 Industrials 11.56%
4 Healthcare 10.18%
5 Consumer Staples 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLPI icon
351
Gaming and Leisure Properties
GLPI
$12.6B
$457K 0.02%
9,782
-3,179
FLEX icon
352
Flex
FLEX
$22B
$456K 0.02%
9,128
-73
PTC icon
353
PTC
PTC
$20.9B
$455K 0.02%
2,639
-302
CASY icon
354
Casey's General Stores
CASY
$20B
$454K 0.02%
889
FIX icon
355
Comfort Systems
FIX
$31.7B
$453K 0.02%
844
-6
DGX icon
356
Quest Diagnostics
DGX
$20.9B
$452K 0.02%
2,518
-1,325
VRSN icon
357
VeriSign
VRSN
$23.3B
$449K 0.02%
1,555
-1,009
WDAY icon
358
Workday
WDAY
$59.7B
$448K 0.02%
1,865
-2,298
DVN icon
359
Devon Energy
DVN
$22B
$441K 0.02%
13,872
+3,418
AFG icon
360
American Financial Group
AFG
$11.9B
$441K 0.02%
3,495
+372
CW icon
361
Curtiss-Wright
CW
$20.1B
$440K 0.02%
900
OKTA icon
362
Okta
OKTA
$14.8B
$438K 0.02%
4,381
+2,108
CTSH icon
363
Cognizant
CTSH
$35.5B
$435K 0.02%
5,577
-5,384
RS icon
364
Reliance Steel & Aluminium
RS
$14.3B
$434K 0.02%
1,383
-664
MRVL icon
365
Marvell Technology
MRVL
$75.5B
$432K 0.02%
5,575
-8,321
USFD icon
366
US Foods
USFD
$16.1B
$426K 0.02%
5,527
WSM icon
367
Williams-Sonoma
WSM
$22.7B
$424K 0.02%
2,594
-1,286
EXR icon
368
Extra Space Storage
EXR
$28B
$416K 0.02%
2,823
-2,322
UTHR icon
369
United Therapeutics
UTHR
$19.9B
$412K 0.02%
1,434
-527
CFG icon
370
Citizens Financial Group
CFG
$22.2B
$407K 0.02%
9,088
-6,261
GPC icon
371
Genuine Parts
GPC
$17.8B
$405K 0.02%
3,340
-1,638
ACM icon
372
Aecom
ACM
$17.7B
$400K 0.02%
3,545
-1,536
AMH icon
373
American Homes 4 Rent
AMH
$11.8B
$399K 0.02%
11,053
-3,548
REGN icon
374
Regeneron Pharmaceuticals
REGN
$73B
$398K 0.02%
759
-1,550
GGG icon
375
Graco
GGG
$13.5B
$396K 0.02%
4,601
-1,825
13 14
15
16 17