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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
+7.26%
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
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
1 Technology 24.48%
2 Financials 11.47%
3 Industrials 11.15%
4 Healthcare 10.13%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
526
Vistra
VST
$49B
$207K 0.01%
1,057
+20
+2% +$3.96K
WTFC icon
527
Wintrust Financial
WTFC
$10.9B
$206K 0.01%
+1,556
New +$205K
GTLS
528
DELISTED
Chart Industries
GTLS
$206K 0.01%
+1,027
New +$195K
CMA
529
DELISTED
Comerica
CMA
$205K 0.01%
+2,986
New +$201K
CPAY icon
530
Corpay
CPAY
$26.6B
$205K 0.01%
+710
New +$226K
TTEK icon
531
Tetra Tech
TTEK
$8.98B
$204K 0.01%
6,106
-246
-4% -$8.94K
BKR icon
532
Baker Hughes
BKR
$64.5B
$203K 0.01%
4,172
-1,262
-23% -$55.7K
ALV icon
533
Autoliv
ALV
$8.83B
$203K 0.01%
+1,642
New +$197K
PLNT icon
534
Planet Fitness
PLNT
$3.65B
$202K 0.01%
1,950
-47
-2% -$5K
MSCI icon
535
MSCI
MSCI
$40.7B
$202K 0.01%
356
– –
AVTR icon
536
Avantor
AVTR
$9.28B
$198K 0.01%
15,841
-2,016
-11% -$26K
PR
537
Permian Resources
PR
$18B
$196K 0.01%
15,327
– –
ACI icon
538
Albertsons Companies
ACI
$5.89B
$182K 0.01%
10,419
-352
-3% -$6.9K
AAL icon
539
American Airlines Group
AAL
$9.96B
$172K 0.01%
15,332
-261
-2% -$3.21K
ROIV icon
540
Roivant Sciences
ROIV
$26.3B
$154K 0.01%
10,191
– –
CLF icon
541
Cleveland-Cliffs
CLF
$6.9B
$140K 0.01%
11,486
– –
VLY icon
542
Valley National Bancorp
VLY
$8.22B
$119K 0.01%
11,185
-342
-3% -$3.42K
WU icon
543
Western Union
WU
$2.17B
$96.2K ﹤0.01%
12,035
-510
-4% -$4.26K
ALGN icon
544
Align Technology
ALGN
$12.2B
– –
-8,336
Closed -$1.58M
AMP icon
545
Ameriprise Financial
AMP
$49.5B
– –
-414
Closed -$221K
ANSS
546
DELISTED
Ansys
ANSS
– –
-893
Closed -$314K
AOS icon
547
A.O. Smith
AOS
$8.47B
– –
-9,380
Closed -$615K
CAG icon
548
Conagra Brands
CAG
$7.17B
– –
-9,870
Closed -$202K
CDW icon
549
CDW
CDW
$17B
– –
-1,293
Closed -$231K
CPB icon
550
Campbell Soup
CPB
$6.72B
– –
-6,717
Closed -$206K
20 21
22
23 24

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.