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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
+1.62%
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
$2B
AUM Growth
-$76.8M
Cap. Flow
-$55.1M
Cap. Flow %
-2.75%
Top 10 Hldgs %
22.26%
Holding
583
New
37
Increased
213
Reduced
292
Closed
35

Top Buys

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$14.8M
2
PII icon
Polaris
PII
+$9.11M
3
AVA icon
Avista
AVA
+$8.33M
4
WLK icon
Westlake Corp
WLK
+$7.71M
5
CLX icon
Clorox
CLX
+$6.65M

Top Sells

Rank Stock Value
1
UGI icon
UGI
UGI
+$16.2M
2
CVX icon
Chevron
CVX
+$13.2M
3
BEN icon
Franklin Resources
BEN
+$8.68M
4
ABBV icon
AbbVie
ABBV
+$7.72M
5
ABT icon
Abbott
ABT
+$7.28M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Industrials 12.76%
3 Financials 10.7%
4 Consumer Staples 10.23%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAH icon
526
Booz Allen Hamilton
BAH
$7.74B
$217K 0.01%
2,782
-292
-9% -$24.6K
SAIA icon
527
Saia
SAIA
$11.4B
$216K 0.01%
615
-4
-0.6% -$1.46K
CNM icon
528
Core & Main
CNM
$8.2B
$216K 0.01%
4,371
-36
-0.8% -$1.94K
KNX icon
529
Knight Transportation
KNX
$12.3B
$216K 0.01%
+3,745
New +$215K
FLS icon
530
Flowserve
FLS
$8.53B
$215K 0.01%
2,931
+14
+0.5% +$1.11K
WTW icon
531
Willis Towers Watson
WTW
$27.7B
$215K 0.01%
741
+40
+6% +$12.3K
OSK icon
532
Oshkosh
OSK
$8.85B
$215K 0.01%
+1,459
New +$227K
WTFC icon
533
Wintrust Financial
WTFC
$11B
$215K 0.01%
1,545
-11
-0.7% -$1.59K
GTLS
534
DELISTED
Chart Industries
GTLS
$214K 0.01%
1,037
+10
+1% +$2.07K
FICO icon
535
Fair Isaac
FICO
$29.3B
$211K 0.01%
198
-138
-41% -$189K
AMH icon
536
American Homes 4 Rent
AMH
$12.1B
$210K 0.01%
7,521
-3,412
-31% -$103K
SSB icon
537
SouthState Bank Corp
SSB
$10B
$210K 0.01%
2,265
-42
-2% -$4.12K
ORI icon
538
Old Republic International
ORI
$10.3B
$210K 0.01%
5,252
+28
+0.5% +$1.15K
ADC icon
539
Agree Realty
ADC
$9.68B
$208K 0.01%
+2,765
New +$210K
OC icon
540
Owens Corning
OC
$11.3B
$205K 0.01%
1,896
+10
+0.5% +$1.19K
BRX icon
541
Brixmor Property Group
BRX
$9.95B
$204K 0.01%
+7,073
New +$200K
ARWR icon
542
Arrowhead Research
ARWR
$10.1B
$203K 0.01%
+3,231
New +$205K
ROL icon
543
Rollins
ROL
$21.5B
$201K 0.01%
3,772
-2,290
-38% -$136K
VNOM icon
544
Viper Energy
VNOM
$8.66B
$201K 0.01%
+4,287
New +$184K
AAL icon
545
American Airlines Group
AAL
$10B
$164K 0.01%
15,233
-99
-0.6% -$1.31K
VLY icon
546
Valley National Bancorp
VLY
$8.13B
$136K 0.01%
11,106
-79
-0.7% -$983
AVTR icon
547
Avantor
AVTR
$7.28B
$120K 0.01%
15,363
-478
-3% -$4.7K
CLF icon
548
Cleveland-Cliffs
CLF
$5.12B
$112K 0.01%
13,249
+12
+0.1% +$137
AOS icon
549
A.O. Smith
AOS
$8.12B
– –
-14,260
Closed -$954K
AXON
550
Axon Enterprise
AXON
$42.5B
– –
-379
Closed -$215K
20 21
22
23 24

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Meiji Yasuda Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meiji Yasuda Asset Management held 583 positions worth $2B, down 3.7% from $2.08B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Meiji Yasuda Asset Management's Q1 2026 filing shows 37 new, 213 increased, 292 reduced and 35 closed positions. Its largest new stake was Polaris: 145,416 shares worth $7.93M. The largest sale was UGI, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q1 2026 buy was Polaris: 145,416 shares worth $7.93M.
  • Meiji Yasuda Asset Management added most to Robert Half in Q1 2026, an estimated $14.8M increase.
  • Meiji Yasuda Asset Management's biggest Q1 2026 reduction was Chevron, cutting an estimated $13.2M.
  • Meiji Yasuda Asset Management fully exited UGI in Q1 2026, selling an estimated $16.2M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 22% of its $2B portfolio in Q1 2026.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 35 in Q1 2026.
  • Meiji Yasuda Asset Management's portfolio value fell 3.7% quarter-over-quarter to $2B.

Based on Meiji Yasuda Asset Management's 13F filing for Q1 2026, filed 14 May 2026.