MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.05M
3
+$3.98M
4
MU icon
Micron Technology
MU
+$3.72M
5
RTX icon
RTX Corp
RTX
+$3.63M

Top Sells

1
+$6.58M
2
+$5.06M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.72M
5
XYL icon
Xylem
XYL
+$4.29M

Sector Composition

1 Technology 23.83%
2 Industrials 11.64%
3 Financials 11.45%
4 Healthcare 10.93%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEN icon
451
Penumbra
PEN
$13.3B
$282K 0.01%
906
DTM icon
452
DT Midstream
DTM
$14.3B
$279K 0.01%
2,333
-28
TTD icon
453
Trade Desk
TTD
$12.1B
$277K 0.01%
7,287
+3,061
UNM icon
454
Unum
UNM
$11.6B
$274K 0.01%
3,533
-108
WCC icon
455
WESCO International
WCC
$14B
$273K 0.01%
1,116
-15
CACI icon
456
CACI
CACI
$13.9B
$272K 0.01%
511
BJ icon
457
BJs Wholesale Club
BJ
$13.1B
$272K 0.01%
3,023
-45
CLH icon
458
Clean Harbors
CLH
$15.7B
$270K 0.01%
1,153
-18
FHN icon
459
First Horizon
FHN
$11.3B
$270K 0.01%
11,299
-499
EXEL icon
460
Exelixis
EXEL
$10.6B
$270K 0.01%
6,152
-103
CCK icon
461
Crown Holdings
CCK
$12.8B
$269K 0.01%
2,616
-328
ACGL icon
462
Arch Capital
ACGL
$36.1B
$268K 0.01%
2,791
-755
BLD icon
463
TopBuild
BLD
$12.1B
$267K 0.01%
640
-10
JBL icon
464
Jabil
JBL
$26.8B
$263K 0.01%
1,155
-7,535
WAB icon
465
Wabtec
WAB
$44.5B
$263K 0.01%
1,231
-160
SNX icon
466
TD Synnex
SNX
$12.6B
$261K 0.01%
1,738
-44
BAH icon
467
Booz Allen Hamilton
BAH
$9.55B
$259K 0.01%
+3,074
ELAN icon
468
Elanco Animal Health
ELAN
$12.4B
$258K 0.01%
11,402
-142
NYT icon
469
New York Times
NYT
$13.2B
$257K 0.01%
3,708
-57
CMA
470
DELISTED
Comerica
CMA
$255K 0.01%
2,931
-55
PH icon
471
Parker-Hannifin
PH
$125B
$254K 0.01%
289
-238
AYI icon
472
Acuity Brands
AYI
$8.62B
$254K 0.01%
705
IDXX icon
473
Idexx Laboratories
IDXX
$50.7B
$253K 0.01%
374
-75
LAMR icon
474
Lamar Advertising Co
LAMR
$14.1B
$252K 0.01%
1,993
-24
TXRH icon
475
Texas Roadhouse
TXRH
$12B
$252K 0.01%
1,518
-26
17 18
19
20 21