MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.33M
3
+$2.24M
4
DOC icon
Healthpeak Properties
DOC
+$2.17M
5
APTV icon
Aptiv
APTV
+$2.14M

Top Sells

1
+$48.5M
2
+$44.4M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
META icon
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
AYI icon
501
Acuity Brands
AYI
$9.83B
$219K 0.01%
+735
WBS icon
502
Webster Financial
WBS
$10.4B
$219K 0.01%
4,008
-59
CPRT icon
503
Copart
CPRT
$39.7B
$219K 0.01%
4,454
-9,466
PLNT icon
504
Planet Fitness
PLNT
$8.11B
$218K 0.01%
+1,997
SSB icon
505
SouthState Bank Corp
SSB
$9.89B
$217K 0.01%
2,361
+33
HQY icon
506
HealthEquity
HQY
$7.29B
$217K 0.01%
+2,072
NYT icon
507
New York Times
NYT
$11.6B
$217K 0.01%
+3,872
PRI icon
508
Primerica
PRI
$8.49B
$217K 0.01%
792
CBRE icon
509
CBRE Group
CBRE
$51.1B
$217K 0.01%
1,546
-3,456
BG icon
510
Bunge Global
BG
$20.8B
$214K 0.01%
2,666
-1,676
JEF icon
511
Jefferies Financial Group
JEF
$13.1B
$213K 0.01%
3,901
AIT icon
512
Applied Industrial Technologies
AIT
$10.6B
$212K 0.01%
912
OGE icon
513
OGE Energy
OGE
$9B
$212K 0.01%
4,768
ENSG icon
514
The Ensign Group
ENSG
$10.5B
$211K 0.01%
+1,369
MLI icon
515
Mueller Industries
MLI
$14.7B
$211K 0.01%
2,654
-45
LAD icon
516
Lithia Motors
LAD
$8.05B
$210K 0.01%
+622
INGR icon
517
Ingredion
INGR
$7.3B
$210K 0.01%
1,546
ORI icon
518
Old Republic International
ORI
$10.6B
$210K 0.01%
5,453
-82
PR icon
519
Permian Resources
PR
$10.7B
$209K 0.01%
15,327
BKR icon
520
Baker Hughes
BKR
$51.1B
$208K 0.01%
5,434
-64,824
EGP icon
521
EastGroup Properties
EGP
$10B
$208K 0.01%
1,245
DHI icon
522
D.R. Horton
DHI
$45.4B
$207K 0.01%
1,603
-3,139
URI icon
523
United Rentals
URI
$58.6B
$206K 0.01%
274
-744
CPB icon
524
Campbell Soup
CPB
$7.78B
$206K 0.01%
6,717
-2,305
MSCI icon
525
MSCI
MSCI
$45.3B
$205K 0.01%
356
-925
19 20
21
22 23