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
AR icon
551
Antero Resources
AR
$10.4B
$283K 0.01%
7,009
-185
DUOL icon
552
Duolingo
DUOL
$9.3B
$282K 0.01%
908
-13
JLL icon
553
Jones Lang LaSalle
JLL
$14.1B
$282K 0.01%
1,137
-21
DG icon
554
Dollar General
DG
$21.8B
$279K 0.01%
3,170
+202
ZBRA icon
555
Zebra Technologies
ZBRA
$13.1B
$278K 0.01%
984
-107
EL icon
556
Estee Lauder
EL
$31.6B
$278K 0.01%
4,212
+927
CCL icon
557
Carnival Corp
CCL
$35.1B
$278K 0.01%
14,231
SCI icon
558
Service Corp International
SCI
$11.3B
$275K 0.01%
3,432
-97
SGI
559
Somnigroup International
SGI
$19.2B
$274K 0.01%
4,582
+309
FIX icon
560
Comfort Systems
FIX
$33.7B
$274K 0.01%
850
-16
MDB icon
561
MongoDB
MDB
$29.4B
$274K 0.01%
1,560
+40
BAH icon
562
Booz Allen Hamilton
BAH
$10.6B
$271K 0.01%
2,593
+10
LH icon
563
Labcorp
LH
$21B
$269K 0.01%
1,154
TXRH icon
564
Texas Roadhouse
TXRH
$11B
$266K 0.01%
1,599
-29
STLD icon
565
Steel Dynamics
STLD
$22.2B
$264K 0.01%
2,110
LII icon
566
Lennox International
LII
$17.3B
$264K 0.01%
470
+18
SE icon
567
Sea Limited
SE
$88.8B
$260K 0.01%
1,994
-168
WWD icon
568
Woodward
WWD
$16B
$258K 0.01%
1,416
-52
OHI icon
569
Omega Healthcare
OHI
$12.9B
$257K 0.01%
6,753
+166
DLTR icon
570
Dollar Tree
DLTR
$21.6B
$256K 0.01%
3,404
+486
KNSL icon
571
Kinsale Capital Group
KNSL
$9.26B
$256K 0.01%
525
-19
ALLE icon
572
Allegion
ALLE
$14.4B
$254K 0.01%
1,950
-110
CELH icon
573
Celsius Holdings
CELH
$10.7B
$254K 0.01%
+7,137
TOL icon
574
Toll Brothers
TOL
$12.9B
$253K 0.01%
2,396
-68
EXAS icon
575
Exact Sciences
EXAS
$12.5B
$250K 0.01%
5,774