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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
+7.26%
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
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
MEDP icon
451
Medpace
MEDP
$16.8B
$265K 0.01%
+516
New +$225K
VLO icon
452
Valero Energy
VLO
$95.1B
$265K 0.01%
1,558
-154
-9% -$23K
LITE icon
453
Lumentum
LITE
$74.1B
$264K 0.01%
+1,622
New +$202K
APO icon
454
Apollo Global Management
APO
$82B
$262K 0.01%
1,968
-134
-6% -$19K
D icon
455
Dominion Energy
D
$59.8B
$262K 0.01%
4,283
+310
+8% +$18.4K
GME icon
456
GameStop
GME
$8.34B
$261K 0.01%
9,563
-198
-2% -$4.7K
ATI icon
457
ATI
ATI
$31.7B
$261K 0.01%
3,203
-180
-5% -$14.6K
RMBS icon
458
Rambus
RMBS
$11.1B
$261K 0.01%
+2,500
New +$193K
MLI icon
459
Mueller Industries
MLI
$15.1B
$260K 0.01%
5,144
-164
-3% -$7.53K
HLI icon
460
Houlihan Lokey
HLI
$8.66B
$259K 0.01%
1,263
-31
-2% -$6.08K
EXEL icon
461
Exelixis
EXEL
$12.6B
$258K 0.01%
6,255
-285
-4% -$11.5K
EQR icon
462
Equity Residential
EQR
$24.3B
$258K 0.01%
3,983
+10
+0.3% +$654
TXRH icon
463
Texas Roadhouse
TXRH
$14B
$257K 0.01%
1,544
-40
-3% -$7.05K
FIS icon
464
Fidelity National Information Services
FIS
$21.6B
$256K 0.01%
3,881
-29,933
-89% -$2.18M
ALLY icon
465
Ally Financial
ALLY
$13.4B
$255K 0.01%
6,509
-77
-1% -$3.09K
CACI icon
466
CACI
CACI
$14.9B
$255K 0.01%
511
-15
-3% -$7.25K
BLD
467
DELISTED
TopBuild
BLD
$254K 0.01%
650
-31
-5% -$12.4K
AMT icon
468
American Tower
AMT
$79.5B
$254K 0.01%
1,320
-150
-10% -$31.3K
AVY icon
469
Avery Dennison
AVY
$13.7B
$253K 0.01%
1,562
– –
LYB icon
470
LyondellBasell Industries
LYB
$20.3B
$253K 0.01%
5,158
-80
-2% -$4.51K
NXT icon
471
Nextpower Inc
NXT
$15.6B
$252K 0.01%
+3,408
New +$220K
JEF icon
472
Jefferies Financial Group
JEF
$12.7B
$251K 0.01%
3,835
-66
-2% -$4.03K
SFM icon
473
Sprouts Farmers Market
SFM
$7.85B
$247K 0.01%
2,271
-76
-3% -$11.1K
LAMR icon
474
Lamar Advertising Co
LAMR
$15.7B
$247K 0.01%
2,017
-93
-4% -$11.6K
URI icon
475
United Rentals
URI
$70.8B
$246K 0.01%
258
-16
-6% -$14.3K
17 18
19
20 21

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.