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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
+2.73%
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
$425M
AUM Growth
–
Cap. Flow
+$427M
Cap. Flow
% of AUM
100.53%
Top 10 Holdings %
Top 10 Hldgs %
20.06%
Holding
325
New
325
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$11.5M |
| 2 |
Apple
AAPL
|
+$11M |
| 3 |
Pfizer
PFE
|
+$8.87M |
| 4 |
Wells Fargo
WFC
|
+$8.85M |
| 5 |
Philip Morris
PM
|
+$8.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.97% |
| 2 | Healthcare | 14.72% |
| 3 | Technology | 12.26% |
| 4 | Consumer Staples | 10.08% |
| 5 | Industrials | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Colgate-Palmolive
CL
$74.4B
| $3.99M | 0.94% |
+69,543
| New | +$4.13M |
|
27
Danaher
DHR
$144B
| $3.97M | 0.93% |
+93,100
| New | +$3.85M |
|
28
Walmart Inc
WMT
$890B
| $3.92M | 0.92% |
+157,101
| New | +$4.03M |
|
29
Prudential Financial
PRU
$41.8B
| $3.86M | 0.91% |
+53,054
| New | +$3.44M |
|
30
Intel
INTC
$513B
| $3.7M | 0.87% |
+153,145
| New | +$3.62M |
|
31
Chevron
CVX
$366B
| $3.69M | 0.87% |
+31,134
| New | +$3.76M |
|
32
IBM
IBM
$224B
| $3.62M | 0.85% |
+19,497
| New | +$3.8M |
|
|
ESRX
33
DELISTED
Express Scripts Holding Company
ESRX
| $3.58M | 0.84% |
+57,793
| New | +$3.48M |
|
34
AT&T
T
$163B
| $3.5M | 0.82% |
+130,409
| New | +$3.62M |
|
35
United Parcel Service
UPS
$88.9B
| $3.48M | 0.82% |
+40,118
| New | +$3.44M |
|
36
Dollar Tree
DLTR
$25.2B
| $3.37M | 0.79% |
+66,515
| New | +$3.24M |
|
37
iShares S&P India Nifty 50 Index Fund
INDY
$569M
| $3.36M | 0.79% |
+150,500
| New | +$3.62M |
|
38
AbbVie
ABBV
$435B
| $3.35M | 0.79% |
+79,452
| New | +$3.47M |
|
39
Ecolab
ECL
$79.9B
| $3.27M | 0.77% |
+38,325
| New | +$3.24M |
|
|
CELG
40
DELISTED
Celgene Corp
CELG
| $3.22M | 0.76% |
+54,748
| New | +$3.29M |
|
41
Franklin Resources
BEN
$17.2B
| $3.19M | 0.75% |
+69,891
| New | +$3.56M |
|
42
Thermo Fisher Scientific
TMO
$220B
| $3.04M | 0.72% |
+35,793
| New | +$2.98M |
|
43
Goldman Sachs
GS
$303B
| $3.03M | 0.71% |
+19,930
| New | +$3.04M |
|
44
Johnson & Johnson
JNJ
$625B
| $3.01M | 0.71% |
+34,860
| New | +$2.96M |
|
|
WBA
45
DELISTED
Walgreens Boots Alliance
WBA
| $2.89M | 0.68% |
+65,015
| New | +$3.17M |
|
46
Nike
NKE
$61.9B
| $2.85M | 0.67% |
+90,192
| New | +$2.8M |
|
47
Gilead Sciences
GILD
$165B
| $2.84M | 0.67% |
+55,504
| New | +$2.89M |
|
|
AGN
48
DELISTED
Allergan Inc
AGN
| $2.8M | 0.66% |
+33,095
| New | +$3.43M |
|
|
PCP
49
DELISTED
PRECISION CASTPARTS CORP
PCP
| $2.79M | 0.66% |
+12,338
| New | +$2.5M |
|
50
Abbott
ABT
$187B
| $2.74M | 0.65% |
+78,132
| New | +$2.87M |
|
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Meiji Yasuda Asset Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Meiji Yasuda Asset Management, which disclosed 325 positions worth $425M. Its ten largest holdings account for 20% of the portfolio.
Its largest position is ExxonMobil: 127,471 shares worth $11.5M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Healthcare and Technology.
- Meiji Yasuda Asset Management's largest Q2 2013 buy was ExxonMobil: 127,471 shares worth $11.5M.
- Meiji Yasuda Asset Management's ten largest holdings make up 20% of its $425M portfolio in Q2 2013.
- Meiji Yasuda Asset Management disclosed 325 positions in Q2 2013, its first 13F filing on record.
Based on Meiji Yasuda Asset Management's 13F filing for Q2 2013, filed 12 Aug 2013.