MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$2.02B
AUM Growth
-$467M
(-19%)
Holding
673
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.33M | |
| 3 | +$2.24M | |
| 4 |
Healthpeak Properties
DOC
|
+$2.17M |
| 5 |
Aptiv
APTV
|
+$2.14M |
Top Sells
| 1 | +$48.5M | |
| 2 | +$44.4M | |
| 3 | +$36.3M | |
| 4 |
Amazon
AMZN
|
+$24.9M |
| 5 |
Meta Platforms (Facebook)
META
|
+$19.3M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Financials | 11.78% |
| 3 | Industrials | 11.56% |
| 4 | Healthcare | 10.18% |
| 5 | Consumer Staples | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eversource Energy
ES
$27.6B
| $15M | 0.75% |
236,483
+4,244
|
|
||
27
Booking.com
BKNG
$164B
| $13.7M | 0.68% |
2,368
-697
|
|
||
28
Amcor
AMCR
$19.8B
| $13.2M | 0.65% |
1,435,585
-35,497
|
|
||
29
Texas Instruments
TXN
$147B
| $13.2M | 0.65% |
63,488
-5,930
|
|
||
30
Eli Lilly
LLY
$915B
| $12.6M | 0.63% |
16,182
-9,696
|
|
||
31
Blackrock
BLK
$166B
| $12.4M | 0.61% |
11,781
-2,158
|
|
||
32
American Express
AXP
$251B
| $12.2M | 0.61% |
38,262
-8,192
|
|
||
33
S&P Global
SPGI
$152B
| $12.2M | 0.6% |
23,068
-4,434
|
|
||
34
Medtronic
MDT
$123B
| $11.6M | 0.57% |
132,783
-12,114
|
|
||
35
Microchip Technology
MCHP
$29.6B
| $11.2M | 0.56% |
159,680
+4,643
|
|
||
36
Consolidated Edison
ED
$36.4B
| $11.2M | 0.55% |
111,222
-11,449
|
|
||
37
Republic Services
RSG
$63.8B
| $11.1M | 0.55% |
45,076
-5,530
|
|
||
38
Philip Morris
PM
$242B
| $10.7M | 0.53% |
58,701
-21,592
|
|
||
39
Eaton
ETN
$138B
| $10.6M | 0.53% |
29,747
-4,547
|
|
||
40
Stanley Black & Decker
SWK
$10.4B
| $10.4M | 0.52% |
153,544
+30,743
|
|
||
41
Archer Daniels Midland
ADM
$28.3B
| $10.3M | 0.51% |
195,721
-19,167
|
|
||
42
National Fuel Gas
NFG
$7.3B
| $10.3M | 0.51% |
121,629
-5,323
|
|
||
43
US Bancorp
USB
$73.5B
| $10.3M | 0.51% |
226,803
-23,294
|
|
||
44
T. Rowe Price
TROW
$22.6B
| $10.2M | 0.51% |
106,153
+468
|
|
||
45
Kimberly-Clark
KMB
$34.7B
| $10.2M | 0.5% |
78,773
-7,882
|
|
||
46
Best Buy
BBY
$16B
| $10.2M | 0.5% |
151,211
+12,010
|
|
||
47
Ecolab
ECL
$74.2B
| $10.1M | 0.5% |
37,380
-7,672
|
|
||
48
UnitedHealth
UNH
$301B
| $9.97M | 0.49% |
31,961
+1,363
|
|
||
49
ServiceNow
NOW
$177B
| $9.8M | 0.49% |
9,536
-2,881
|
|
||
50
Edison International
EIX
$22.7B
| $9.71M | 0.48% |
188,204
-6,498
|
|