We are live on ! Find out more
MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+1.53%
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
$2.63B
AUM Growth
+$4.43M
Cap. Flow
+$14.8M
Cap. Flow %
0.56%
Top 10 Hldgs %
26.04%
Holding
698
New
25
Increased
278
Reduced
279
Closed
21

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$4.45M
2
AAPL icon
Apple
AAPL
+$4.05M
3
ABBV icon
AbbVie
ABBV
+$3.5M
4
PLTR icon
Palantir
PLTR
+$2.95M
5
GE icon
GE Aerospace
GE
+$2.64M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$12.9M
2
CCI icon
Crown Castle
CCI
+$3M
3
LIN icon
Linde
LIN
+$2.93M
4
CE icon
Celanese
CE
+$2.73M
5
PH icon
Parker-Hannifin
PH
+$2.63M

Sector Composition

Rank Sector Weight
1 Technology 25.84%
2 Financials 11.82%
3 Consumer Discretionary 10.9%
4 Healthcare 10.74%
5 Industrials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
26
Texas Instruments
TXN
$256B
$18.6M 0.71%
99,415
+1,468
+1% +$293K
UNH icon
27
UnitedHealth
UNH
$371B
$18.3M 0.7%
36,115
-2,641
-7% -$1.5M
BKNG icon
28
Booking.com
BKNG
$160B
$17.2M 0.65%
86,475
-4,000
-4% -$769K
O icon
29
Realty Income
O
$58.6B
$16.8M 0.64%
315,019
+6,810
+2% +$397K
TROW icon
30
T. Rowe Price
TROW
$24.3B
$16.3M 0.62%
144,331
-5,249
-4% -$608K
EIX icon
31
Edison International
EIX
$26.1B
$15.3M 0.58%
191,109
+2,699
+1% +$226K
SPGI icon
32
S&P Global
SPGI
$121B
$15M 0.57%
30,045
-1,593
-5% -$808K
BLK icon
33
Blackrock
BLK
$175B
$14.8M 0.56%
14,473
+1,395
+11% +$1.42M
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.13T
$14.5M 0.55%
31,941
+868
+3% +$401K
NOW icon
35
ServiceNow
NOW
$132B
$14.2M 0.54%
67,145
+4,700
+8% +$952K
AXP icon
36
American Express
AXP
$229B
$14.2M 0.54%
47,862
+4,739
+11% +$1.36M
MCD icon
37
McDonald's
MCD
$194B
$14M 0.53%
48,430
-1,101
-2% -$328K
MDT icon
38
Medtronic
MDT
$114B
$13.6M 0.52%
170,654
-1,031
-0.6% -$89.3K
KMB icon
39
Kimberly-Clark
KMB
$35.9B
$13.4M 0.51%
102,285
+2,684
+3% +$366K
UGI icon
40
UGI
UGI
$7.29B
$13.4M 0.51%
474,509
-129
-0% -$3.35K
EMR icon
41
Emerson Electric
EMR
$88.5B
$13.2M 0.5%
106,323
+1,187
+1% +$144K
QCOM icon
42
Qualcomm
QCOM
$170B
$13.1M 0.5%
85,578
-933
-1% -$153K
ESS icon
43
Essex Property Trust
ESS
$18.2B
$12.9M 0.49%
45,202
+109
+0.2% +$32.2K
CAT icon
44
Caterpillar
CAT
$385B
$12.9M 0.49%
35,566
-238
-0.7% -$92.3K
ES icon
45
Eversource Energy
ES
$26.8B
$12.8M 0.49%
223,735
+6,220
+3% +$388K
FRT icon
46
Federal Realty Investment Trust
FRT
$10.2B
$12.5M 0.48%
111,652
– –
ECL icon
47
Ecolab
ECL
$79.7B
$12.2M 0.46%
51,947
-326
-0.6% -$81K
CL icon
48
Colgate-Palmolive
CL
$74.3B
$12.1M 0.46%
132,701
+10,500
+9% +$1M
ADP icon
49
Automatic Data Processing
ADP
$109B
$12M 0.46%
40,876
-2,125
-5% -$628K
ETN icon
50
Eaton
ETN
$173B
$11.9M 0.45%
35,780
+220
+0.6% +$77.2K
1
2
3 4 5

Similar funds

LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
C
Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BGM
Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return

Meiji Yasuda Asset Management's Q4 2024 Portfolio in Review

As of Q4 2024, Meiji Yasuda Asset Management held 698 positions worth $2.63B, up 0.17% from $2.62B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Meiji Yasuda Asset Management's Q4 2024 filing shows 25 new, 278 increased, 279 reduced and 21 closed positions. Its largest new stake was Element Solutions: 83,970 shares worth $2.14M. The largest sale was Broadcom, an estimated $12.9M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Meiji Yasuda Asset Management's largest Q4 2024 buy was Element Solutions: 83,970 shares worth $2.14M.
  • Meiji Yasuda Asset Management added most to Merck in Q4 2024, an estimated $4.45M increase.
  • Meiji Yasuda Asset Management's biggest Q4 2024 reduction was Broadcom, cutting an estimated $12.9M.
  • Meiji Yasuda Asset Management fully exited Celanese in Q4 2024, selling an estimated $2.73M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 26% of its $2.63B portfolio in Q4 2024.
  • Meiji Yasuda Asset Management opened 25 new positions and closed 21 in Q4 2024.
  • Meiji Yasuda Asset Management's portfolio value rose 0.17% quarter-over-quarter to $2.63B.

Based on Meiji Yasuda Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.