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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
UGI icon
26
UGI
UGI
$7.51B
$14.4M 0.69%
433,878
+2,241
+0.5% +$78.3K
BLK icon
27
Blackrock
BLK
$177B
$13.6M 0.65%
11,642
-139
-1% -$155K
BKNG icon
28
Booking.com
BKNG
$161B
$12.8M 0.61%
59,050
-150
-0.3% -$33.5K
AXP icon
29
American Express
AXP
$230B
$12.5M 0.59%
37,543
-719
-2% -$229K
MDT icon
30
Medtronic
MDT
$116B
$12.4M 0.59%
130,324
-2,459
-2% -$226K
BBY icon
31
Best Buy
BBY
$17.7B
$12.1M 0.58%
160,416
+9,205
+6% +$660K
LLY icon
32
Eli Lilly
LLY
$1.08T
$12.1M 0.58%
15,835
-347
-2% -$258K
TXN icon
33
Texas Instruments
TXN
$256B
$11.6M 0.55%
63,137
-351
-0.6% -$68.6K
FRT icon
34
Federal Realty Investment Trust
FRT
$10.2B
$11.6M 0.55%
114,249
+19,412
+20% +$1.88M
ADM icon
35
Archer Daniels Midland
ADM
$38.6B
$11.4M 0.54%
191,273
-4,448
-2% -$260K
NOW icon
36
ServiceNow
NOW
$132B
$11.4M 0.54%
62,020
+14,340
+30% +$2.68M
AMCR icon
37
Amcor
AMCR
$21.9B
$11.4M 0.54%
278,394
-8,723
-3% -$391K
SPGI icon
38
S&P Global
SPGI
$120B
$11.3M 0.54%
23,178
+110
+0.5% +$58.9K
ED icon
39
Consolidated Edison
ED
$39.8B
$11.1M 0.53%
109,933
-1,289
-1% -$129K
NFG icon
40
National Fuel Gas
NFG
$7.78B
$11M 0.52%
119,332
-2,297
-2% -$200K
UNH icon
41
UnitedHealth
UNH
$366B
$10.9M 0.52%
31,578
-383
-1% -$116K
SWK icon
42
Stanley Black & Decker
SWK
$15.7B
$10.9M 0.52%
146,517
-7,027
-5% -$515K
USB icon
43
US Bancorp
USB
$100B
$10.8M 0.52%
224,046
-2,757
-1% -$130K
ETN icon
44
Eaton
ETN
$179B
$10.7M 0.51%
28,527
-1,220
-4% -$444K
EIX icon
45
Edison International
EIX
$26.9B
$10.5M 0.5%
190,494
+2,290
+1% +$124K
WTRG icon
46
Essential Utilities
WTRG
$11.3B
$10.5M 0.5%
262,017
+1,170
+0.4% +$44.6K
ECL icon
47
Ecolab
ECL
$79.8B
$10.4M 0.5%
38,124
+744
+2% +$202K
RSG icon
48
Republic Services
RSG
$66.2B
$10.3M 0.49%
45,067
-9
-0% -$2.11K
QCOM icon
49
Qualcomm
QCOM
$171B
$10.2M 0.49%
61,482
+1,134
+2% +$180K
TROW icon
50
T. Rowe Price
TROW
$24.3B
$10.1M 0.48%
98,643
-7,510
-7% -$789K
1
2
3 4 5

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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.