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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
GEN icon
451
Gen Digital
GEN
$15.6B
$280K 0.01%
14,854
-480
-3% -$11.1K
JBL icon
452
Jabil
JBL
$32.8B
$279K 0.01%
1,051
-104
-9% -$26.2K
SOLS
453
Solstice Advanced Materials
SOLS
$9.62B
$279K 0.01%
+3,662
New +$251K
ACM icon
454
Aecom
ACM
$9.07B
$279K 0.01%
3,285
-55
-2% -$5.21K
CACI icon
455
CACI
CACI
$10.8B
$277K 0.01%
510
-1
-0.2% -$602
VLTO icon
456
Veralto
VLTO
$22.6B
$275K 0.01%
3,114
-179
-5% -$17K
ELAN icon
457
Elanco Animal Health
ELAN
$12.4B
$274K 0.01%
11,463
+61
+0.5% +$1.49K
EG icon
458
Everest Group
EG
$15.2B
$272K 0.01%
831
-16
-2% -$5.27K
PINS icon
459
Pinterest
PINS
$12.4B
$271K 0.01%
14,770
-74,868
-84% -$1.56M
MDB icon
460
MongoDB
MDB
$24B
$269K 0.01%
1,101
– –
ENSG icon
461
The Ensign Group
ENSG
$10.1B
$268K 0.01%
1,331
– –
AVY icon
462
Avery Dennison
AVY
$12.3B
$268K 0.01%
1,552
-10
-0.6% -$1.84K
EVR icon
463
Evercore
EVR
$13.1B
$266K 0.01%
892
+4
+0.5% +$1.31K
D icon
464
Dominion Energy
D
$62.5B
$265K 0.01%
4,292
+25
+0.6% +$1.54K
JAZZ icon
465
Jazz Pharmaceuticals
JAZZ
$15.9B
$265K 0.01%
1,402
-7
-0.5% -$1.22K
SCI icon
466
Service Corp International
SCI
$11.4B
$265K 0.01%
3,212
-5
-0.2% -$404
WBD icon
467
Warner Bros
WBD
$64.6B
$264K 0.01%
9,629
+998
+12% +$27.9K
IOT icon
468
Samsara
IOT
$19.3B
$264K 0.01%
+8,339
New +$255K
AVB icon
469
AvalonBay Communities
AVB
$27.1B
$262K 0.01%
1,606
– –
BWA icon
470
BorgWarner
BWA
$13.2B
$262K 0.01%
4,820
-89
-2% -$4.69K
AFG icon
471
American Financial Group
AFG
$11.9B
$261K 0.01%
2,047
-1,343
-40% -$174K
WAT icon
472
Waters Corp
WAT
$36.8B
$261K 0.01%
+876
New +$300K
MMM icon
473
3M
MMM
$89B
$260K 0.01%
1,791
-123
-6% -$19.6K
SF
474
Stifel
SF
$12.3B
$260K 0.01%
3,518
+12
+0.3% +$953
WAB icon
475
Wabtec
WAB
$51.1B
$260K 0.01%
1,040
-191
-16% -$46.2K
17 18
19
20 21

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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.