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
IP icon
501
International Paper
IP
$20.1B
$364K 0.01%
6,830
+2,248
USFD icon
502
US Foods
USFD
$16.4B
$362K 0.01%
5,527
-157
HAL icon
503
Halliburton
HAL
$23.2B
$362K 0.01%
14,256
-112
CPB icon
504
Campbell Soup
CPB
$9.15B
$360K 0.01%
9,022
-39
BJ icon
505
BJs Wholesale Club
BJ
$12B
$359K 0.01%
3,146
-89
LKQ icon
506
LKQ Corp
LKQ
$7.77B
$358K 0.01%
8,416
ON icon
507
ON Semiconductor
ON
$19.6B
$357K 0.01%
8,770
SUI icon
508
Sun Communities
SUI
$15.6B
$355K 0.01%
2,760
DOC icon
509
Healthpeak Properties
DOC
$12.4B
$354K 0.01%
17,519
+870
AKAM icon
510
Akamai
AKAM
$12.1B
$353K 0.01%
4,382
+210
IFF icon
511
International Flavors & Fragrances
IFF
$15.9B
$353K 0.01%
4,545
-193
HOOD icon
512
Robinhood
HOOD
$117B
$349K 0.01%
8,379
+1,479
NRG icon
513
NRG Energy
NRG
$33.1B
$348K 0.01%
3,647
-568
ARE icon
514
Alexandria Real Estate Equities
ARE
$9.61B
$348K 0.01%
3,760
-8,050
FE icon
515
FirstEnergy
FE
$26.5B
$347K 0.01%
8,580
-590
ROL icon
516
Rollins
ROL
$28.4B
$347K 0.01%
6,414
+80
L icon
517
Loews
L
$21.2B
$341K 0.01%
3,710
LPLA icon
518
LPL Financial
LPLA
$29.9B
$340K 0.01%
1,040
ZBH icon
519
Zimmer Biomet
ZBH
$17.5B
$340K 0.01%
3,005
MOH icon
520
Molina Healthcare
MOH
$7.82B
$340K 0.01%
1,031
+161
DOW icon
521
Dow Inc
DOW
$15.8B
$337K 0.01%
9,640
-407
CVNA icon
522
Carvana
CVNA
$43B
$332K 0.01%
1,590
+20
BG icon
523
Bunge Global
BG
$18.3B
$332K 0.01%
4,342
-170
IPG icon
524
Interpublic Group of Companies
IPG
$9.33B
$325K 0.01%
11,962
ACI icon
525
Albertsons Companies
ACI
$9.74B
$325K 0.01%
+14,768
19 20
21
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