MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.8M
3
+$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1
+$16M
2
+$7.47M
3
+$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
AbbVie
ABBV
+$6.7M

Sector Composition

1 Technology 22.83%
2 Financials 12.17%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFG icon
476
American Financial Group
AFG
$11.9B
$410K 0.02%
3,123
+17
FWONK icon
477
Liberty Media Series C
FWONK
$25.5B
$410K 0.02%
4,554
+10
CNP icon
478
CenterPoint Energy
CNP
$25.7B
$409K 0.02%
11,276
+971
SBAC icon
479
SBA Communications
SBAC
$21B
$406K 0.02%
1,844
-106
CNH
480
CNH Industrial
CNH
$12.1B
$404K 0.02%
32,895
-590
RJF icon
481
Raymond James Financial
RJF
$32.3B
$403K 0.02%
2,899
-255
CCK icon
482
Crown Holdings
CCK
$11.3B
$401K 0.02%
4,498
-80
MLM icon
483
Martin Marietta Materials
MLM
$36.8B
$400K 0.02%
836
DVN icon
484
Devon Energy
DVN
$21.1B
$391K 0.02%
10,454
-188
ANSS
485
DELISTED
Ansys
ANSS
$391K 0.02%
1,234
-64
ZM icon
486
Zoom
ZM
$24.4B
$388K 0.02%
5,256
-17
WBD icon
487
Warner Bros
WBD
$56.2B
$387K 0.02%
36,064
+2,257
CASY icon
488
Casey's General Stores
CASY
$19.8B
$386K 0.02%
889
-17
IRM icon
489
Iron Mountain
IRM
$30.8B
$383K 0.02%
4,454
-777
VLTO icon
490
Veralto
VLTO
$24.5B
$378K 0.02%
3,883
+134
GWRE icon
491
Guidewire Software
GWRE
$18.5B
$375K 0.02%
+2,001
FCNCA icon
492
First Citizens BancShares
FCNCA
$23.5B
$375K 0.02%
202
RBLX icon
493
Roblox
RBLX
$75B
$374K 0.02%
6,420
H icon
494
Hyatt Hotels
H
$14.8B
$373K 0.02%
3,045
-282
RPRX icon
495
Royalty Pharma
RPRX
$16.5B
$372K 0.02%
11,952
BALL icon
496
Ball Corp
BALL
$13.1B
$371K 0.02%
7,134
+1,612
ARES icon
497
Ares Management
ARES
$33.9B
$371K 0.01%
2,530
CG icon
498
Carlyle Group
CG
$18.9B
$368K 0.01%
8,447
-657
STX icon
499
Seagate
STX
$59.7B
$366K 0.01%
4,314
+250
SFM icon
500
Sprouts Farmers Market
SFM
$7.67B
$366K 0.01%
2,396
-44
18 19
20
21 22