MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.8M
3
+$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1
+$16M
2
+$7.47M
3
+$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
AbbVie
ABBV
+$6.7M

Sector Composition

1 Technology 22.83%
2 Financials 12.17%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
451
Cloudflare
NET
$81.5B
$456K 0.02%
4,050
PTC icon
452
PTC
PTC
$21.1B
$456K 0.02%
2,941
-148
COIN icon
453
Coinbase
COIN
$83.4B
$453K 0.02%
2,630
GPN icon
454
Global Payments
GPN
$18B
$451K 0.02%
4,610
-15,482
TTD icon
455
Trade Desk
TTD
$20.8B
$451K 0.02%
8,245
ODFL icon
456
Old Dominion Freight Line
ODFL
$29.3B
$446K 0.02%
2,698
FTV icon
457
Fortive
FTV
$16.3B
$446K 0.02%
6,090
-13,513
MAA icon
458
Mid-America Apartment Communities
MAA
$15.2B
$444K 0.02%
2,650
RBA icon
459
RB Global
RBA
$18.6B
$443K 0.02%
4,419
-81
NLY icon
460
Annaly Capital Management
NLY
$15B
$436K 0.02%
21,488
+779
OVV icon
461
Ovintiv
OVV
$9.84B
$436K 0.02%
10,177
-6
IQV icon
462
IQVIA
IQV
$35.8B
$435K 0.02%
2,468
-320
MKL icon
463
Markel Group
MKL
$25.7B
$434K 0.02%
232
LYV icon
464
Live Nation Entertainment
LYV
$32.6B
$432K 0.02%
3,312
-23
HUBS icon
465
HubSpot
HUBS
$20.9B
$432K 0.02%
756
MANH icon
466
Manhattan Associates
MANH
$10.7B
$430K 0.02%
2,485
-25
PPL icon
467
PPL Corp
PPL
$27.1B
$429K 0.02%
11,882
+350
LEN icon
468
Lennar Class A
LEN
$31B
$426K 0.02%
3,708
+3
DD icon
469
DuPont de Nemours
DD
$16.7B
$420K 0.02%
5,627
AVTR icon
470
Avantor
AVTR
$7.87B
$419K 0.02%
25,865
-294
BRO icon
471
Brown & Brown
BRO
$26.8B
$419K 0.02%
3,369
-660
CMS icon
472
CMS Energy
CMS
$22.3B
$416K 0.02%
5,533
SWKS icon
473
Skyworks Solutions
SWKS
$10.3B
$412K 0.02%
6,382
+280
CAG icon
474
Conagra Brands
CAG
$8.2B
$412K 0.02%
15,440
DXCM icon
475
DexCom
DXCM
$21.5B
$411K 0.02%
6,019
+187
17 18
19
20 21