MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.02B
This Quarter Return
+1.53%
1 Year Return
+18.87%
3 Year Return
+70.38%
5 Year Return
+132.27%
10 Year Return
+341.51%
AUM
$2.63B
AUM Growth
+$2.63B
(+0.17%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
26.04%
Holding
698
New
25
Increased
282
Reduced
275
Closed
21
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$4.89M |
| 2 |
Arista Networks
ANET
|
$4.43M |
| 3 |
Apple
AAPL
|
$4.3M |
| 4 |
Merck
MRK
|
$4.29M |
| 5 |
Palantir
PLTR
|
$3.83M |
Top Sells
| 1 |
Broadcom
AVGO
|
$16.2M |
| 2 |
Celanese
CE
|
$2.73M |
| 3 |
Linde
LIN
|
$2.69M |
| 4 |
Crown Castle
CCI
|
$2.61M |
| 5 |
Parker-Hannifin
PH
|
$2.53M |
Sector Composition
| 1 | Technology | 25.84% |
| 2 | Financials | 11.82% |
| 3 | Consumer Discretionary | 10.9% |
| 4 | Healthcare | 10.74% |
| 5 | Industrials | 10.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Exact Sciences
EXAS
$9.09B
| $324K | 0.01% |
5,774
| – | – |
|
527
East-West Bancorp
EWBC
$14.5B
| $324K | 0.01% |
3,383
-28
| -0.8% | -$2.68K |
|
528
Performance Food Group
PFGC
$15.9B
| $321K | 0.01% |
3,802
-33
| -0.9% | -$2.79K |
|
529
Carvana
CVNA
$50.6B
| $319K | 0.01% |
+1,570
| New | +$319K |
|
530
Zimmer Biomet
ZBH
$21B
| $317K | 0.01% |
3,005
-320
| -10% | -$33.8K |
|
531
RenaissanceRe
RNR
$11.4B
| $315K | 0.01% |
1,267
-16
| -1% | -$3.98K |
|
532
Loews
L
$20.1B
| $314K | 0.01% |
3,710
| – | – |
|
533
GameStop
GME
$10.5B
| $311K | 0.01% |
9,915
+371
| +4% | +$11.6K |
|
534
Jefferies Financial Group
JEF
$13.4B
| $311K | 0.01% |
3,962
-33
| -0.8% | -$2.59K |
|
535
Toll Brothers
TOL
$13.4B
| $310K | 0.01% |
2,464
-62
| -2% | -$7.81K |
|
536
Sprouts Farmers Market
SFM
$13.7B
| $310K | 0.01% |
2,440
-24
| -1% | -$3.05K |
|
537
Ulta Beauty
ULTA
$22.1B
| $310K | 0.01% |
712
-93
| -12% | -$40.4K |
|
538
LKQ Corp
LKQ
$8.39B
| $309K | 0.01% |
8,416
| – | – |
|
539
Waters Corp
WAT
$18B
| $309K | 0.01% |
833
| – | – |
|
540
HF Sinclair
DINO
$9.52B
| $309K | 0.01% |
8,803
-258
| -3% | -$9.04K |
|
541
Erie Indemnity
ERIE
$17.7B
| $308K | 0.01% |
748
+7
| +0.9% | +$2.89K |
|
542
Domino's
DPZ
$15.6B
| $307K | 0.01% |
731
-23
| -3% | -$9.65K |
|
543
Royalty Pharma
RPRX
$15.6B
| $305K | 0.01% |
11,952
| – | – |
|
544
Ball Corp
BALL
$14.3B
| $304K | 0.01% |
5,522
+1,360
| +33% | +$75K |
|
545
UDR
UDR
$12.7B
| $303K | 0.01% |
6,979
-500
| -7% | -$21.7K |
|
546
Ciena
CIEN
$13.3B
| $300K | 0.01% |
3,536
| – | – |
|
547
Biogen
BIIB
$19.4B
| $300K | 0.01% |
1,960
-172
| -8% | -$26.3K |
|
548
Unum
UNM
$11.9B
| $299K | 0.01% |
4,100
-105
| -2% | -$7.67K |
|
549
Duolingo
DUOL
$13.6B
| $299K | 0.01% |
921
| – | – |
|
550
Las Vegas Sands
LVS
$39.6B
| $299K | 0.01% |
5,814
-169
| -3% | -$8.68K |
|