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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
TGT icon
26
Target
TGT
$63.4B
$13.8M 0.69%
114,258
+46,284
+68% +$5.22M
BBY icon
27
Best Buy
BBY
$18B
$13.3M 0.66%
206,841
+64,499
+45% +$4.23M
SON icon
28
Sonoco
SON
$5.59B
$13.1M 0.65%
242,092
+42,165
+21% +$2.17M
CMI icon
29
Cummins
CMI
$89.5B
$12.7M 0.63%
23,577
+9,226
+64% +$5.22M
TJX icon
30
TJX Companies
TJX
$171B
$12.3M 0.61%
76,973
+1,879
+3% +$293K
BEN icon
31
Franklin Resources
BEN
$17B
$12.3M 0.61%
518,837
-337,204
-39% -$8.68M
KMB icon
32
Kimberly-Clark
KMB
$36B
$12.2M 0.61%
126,231
+43,325
+52% +$4.43M
TXN icon
33
Texas Instruments
TXN
$258B
$11.6M 0.58%
59,508
-5,963
-9% -$1.21M
CLX icon
34
Clorox
CLX
$11.6B
$11.2M 0.56%
108,336
+58,631
+118% +$6.65M
MDT icon
35
Medtronic
MDT
$106B
$11.1M 0.55%
128,226
-737
-0.6% -$70.6K
HRL icon
36
Hormel Foods
HRL
$14B
$11.1M 0.55%
488,632
+163,234
+50% +$3.9M
FRT icon
37
Federal Realty Investment Trust
FRT
$10.9B
$11.1M 0.55%
104,163
+7,984
+8% +$834K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.22T
$10.9M 0.55%
38,129
-859
-2% -$270K
USB icon
39
US Bancorp
USB
$98.4B
$10.6M 0.53%
203,492
-15,837
-7% -$870K
TROW icon
40
T. Rowe Price
TROW
$25.1B
$10.4M 0.52%
115,598
+17,401
+18% +$1.69M
BLK icon
41
Blackrock
BLK
$166B
$10.4M 0.52%
10,825
-231
-2% -$243K
ED icon
42
Consolidated Edison
ED
$41.4B
$10.4M 0.52%
91,963
-16,171
-15% -$1.75M
ES icon
43
Eversource Energy
ES
$28.1B
$10.4M 0.52%
150,143
-73,579
-33% -$5.2M
SR icon
44
Spire
SR
$4.81B
$10.3M 0.51%
113,871
+22,960
+25% +$2.01M
SJM icon
45
J.M. Smucker
SJM
$12B
$10.1M 0.5%
104,773
+13,725
+15% +$1.44M
ECL icon
46
Ecolab
ECL
$76.8B
$9.98M 0.5%
37,511
+1,437
+4% +$406K
ADM icon
47
Archer Daniels Midland
ADM
$41.4B
$9.76M 0.49%
134,261
-50,378
-27% -$3.4M
PLTR icon
48
Palantir
PLTR
$317B
$9.58M 0.48%
65,506
+11,875
+22% +$1.82M
CHRW icon
49
C.H. Robinson
CHRW
$24.6B
$9.54M 0.48%
57,451
-33,822
-37% -$6.05M
CVX icon
50
Chevron
CVX
$373B
$9.52M 0.48%
46,032
-72,290
-61% -$13.2M
1
2
3 4 5

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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.