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
PKG icon
376
Packaging Corp of America
PKG
$17.9B
$395K 0.02%
2,094
-1,057
THC icon
377
Tenet Healthcare
THC
$17.3B
$392K 0.02%
2,227
-52
TYL icon
378
Tyler Technologies
TYL
$20.1B
$391K 0.02%
659
-398
TDY icon
379
Teledyne Technologies
TDY
$23.7B
$390K 0.02%
762
-552
EA icon
380
Electronic Arts
EA
$50.2B
$390K 0.02%
2,442
-3,539
MCO icon
381
Moody's
MCO
$87.6B
$388K 0.02%
774
-1,853
SFM icon
382
Sprouts Farmers Market
SFM
$7.95B
$386K 0.02%
2,347
-49
DUOL icon
383
Duolingo
DUOL
$8.62B
$385K 0.02%
940
+32
BURL icon
384
Burlington
BURL
$17.8B
$385K 0.02%
1,654
-680
ACGL icon
385
Arch Capital
ACGL
$33.6B
$383K 0.02%
4,210
-4,069
JBL icon
386
Jabil
JBL
$21.6B
$382K 0.02%
1,753
-1,666
FDX icon
387
FedEx
FDX
$63.1B
$374K 0.02%
1,645
-2,474
PH icon
388
Parker-Hannifin
PH
$106B
$371K 0.02%
531
-1,283
VTR icon
389
Ventas
VTR
$36.3B
$369K 0.02%
5,851
-4,000
TDG icon
390
TransDigm Group
TDG
$74.6B
$363K 0.02%
239
-606
LNT icon
391
Alliant Energy
LNT
$17.3B
$362K 0.02%
5,979
-2,999
H icon
392
Hyatt Hotels
H
$14.4B
$359K 0.02%
2,571
-474
K icon
393
Kellanova
K
$29B
$356K 0.02%
4,474
-7,948
XPO icon
394
XPO
XPO
$15.9B
$355K 0.02%
2,809
WWD icon
395
Woodward
WWD
$15.8B
$347K 0.02%
1,416
EVRG icon
396
Evergy
EVRG
$17.6B
$341K 0.02%
4,946
-2,730
BJ icon
397
BJs Wholesale Club
BJ
$12.4B
$339K 0.02%
3,146
SGI
398
Somnigroup International
SGI
$18.6B
$337K 0.02%
4,952
+370
EXC icon
399
Exelon
EXC
$45.8B
$335K 0.02%
7,707
-29,566
SNA icon
400
Snap-on
SNA
$17.5B
$335K 0.02%
1,075
-611
14 15
16
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