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
$2.1B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.96M
3
+$2.95M
4
JCI icon
Johnson Controls International
JCI
+$2.94M
5
FDX icon
FedEx
FDX
+$2.75M

Top Sells

1
+$4.13M
2
+$3.92M
3
+$3.56M
4
MCK icon
McKesson
MCK
+$2.9M
5
MO icon
Altria Group
MO
+$2.76M

Sector Composition

1 Technology 24.48%
2 Financials 11.47%
3 Industrials 11.15%
4 Healthcare 10.13%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EHC icon
426
Encompass Health
EHC
$11.5B
$297K 0.01%
2,340
-77
DUOL icon
427
Duolingo
DUOL
$8.57B
$297K 0.01%
922
-18
EG icon
428
Everest Group
EG
$13.1B
$297K 0.01%
847
-20
ON icon
429
ON Semiconductor
ON
$20.3B
$296K 0.01%
6,004
RGA icon
430
Reinsurance Group of America
RGA
$12.7B
$295K 0.01%
1,536
-42
APG icon
431
APi Group
APG
$16.2B
$295K 0.01%
8,583
-183
DHI icon
432
D.R. Horton
DHI
$46B
$293K 0.01%
1,728
+125
SNX icon
433
TD Synnex
SNX
$12.4B
$292K 0.01%
1,782
-15
MANH icon
434
Manhattan Associates
MANH
$10.6B
$288K 0.01%
1,405
-44
CRS icon
435
Carpenter Technology
CRS
$15.8B
$287K 0.01%
1,169
-25
OHI icon
436
Omega Healthcare
OHI
$13.5B
$287K 0.01%
6,797
-143
IDXX icon
437
Idexx Laboratories
IDXX
$58.2B
$287K 0.01%
449
-35
BJ icon
438
BJs Wholesale Club
BJ
$11.6B
$286K 0.01%
3,068
-78
RBC icon
439
RBC Bearings
RBC
$14B
$285K 0.01%
730
-19
CCK icon
440
Crown Holdings
CCK
$11.2B
$284K 0.01%
2,944
-86
NXPI icon
441
NXP Semiconductors
NXPI
$50.2B
$284K 0.01%
1,245
+101
UNM icon
442
Unum
UNM
$12.6B
$283K 0.01%
3,641
-206
WAB icon
443
Wabtec
WAB
$35.7B
$279K 0.01%
1,391
-6,660
HIMS icon
444
Hims & Hers Health
HIMS
$8.54B
$272K 0.01%
4,804
+102
CLH icon
445
Clean Harbors
CLH
$12.2B
$272K 0.01%
1,171
-31
SCI icon
446
Service Corp International
SCI
$11B
$271K 0.01%
3,259
-138
SF icon
447
Stifel
SF
$12.3B
$269K 0.01%
2,374
-90
DTM icon
448
DT Midstream
DTM
$12.3B
$267K 0.01%
2,361
-67
FHN icon
449
First Horizon
FHN
$11.1B
$267K 0.01%
11,798
-366
RPRX icon
450
Royalty Pharma
RPRX
$17B
$266K 0.01%
7,535
+80
16 17
18
19 20