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
ITT icon
576
ITT
ITT
$14.7B
$250K 0.01%
1,934
-55
TRMB icon
577
Trimble
TRMB
$18.8B
$248K 0.01%
3,774
+272
HOLX icon
578
Hologic
HOLX
$16.5B
$247K 0.01%
3,991
ULTA icon
579
Ulta Beauty
ULTA
$23.2B
$246K 0.01%
672
-40
EXEL icon
580
Exelixis
EXEL
$10.9B
$246K 0.01%
6,670
-349
WDC icon
581
Western Digital
WDC
$55.7B
$246K 0.01%
6,080
-1,616
BAX icon
582
Baxter International
BAX
$9.25B
$245K 0.01%
7,160
FHN icon
583
First Horizon
FHN
$10.6B
$244K 0.01%
12,579
-358
PEN icon
584
Penumbra
PEN
$10.4B
$244K 0.01%
911
-26
NTRA icon
585
Natera
NTRA
$27.4B
$244K 0.01%
+1,722
EHC icon
586
Encompass Health
EHC
$11.6B
$242K 0.01%
2,391
-85
TER icon
587
Teradyne
TER
$28.5B
$242K 0.01%
2,931
+78
COHR icon
588
Coherent
COHR
$24.3B
$241K 0.01%
3,713
-59
RBC icon
589
RBC Bearings
RBC
$13.7B
$241K 0.01%
749
-13
OKTA icon
590
Okta
OKTA
$15B
$239K 0.01%
+2,273
LAMR icon
591
Lamar Advertising Co
LAMR
$12.8B
$237K 0.01%
2,087
-75
CLH icon
592
Clean Harbors
CLH
$11.1B
$237K 0.01%
1,202
-34
COO icon
593
Cooper Companies
COO
$13.9B
$235K 0.01%
2,788
BXP icon
594
Boston Properties
BXP
$11.5B
$235K 0.01%
3,496
+200
DTM icon
595
DT Midstream
DTM
$11.6B
$234K 0.01%
2,428
+38
CHKP icon
596
Check Point Software Technologies
CHKP
$21.5B
$231K 0.01%
+1,012
BLDR icon
597
Builders FirstSource
BLDR
$12.1B
$229K 0.01%
1,836
-107
CUBE icon
598
CubeSmart
CUBE
$8.56B
$229K 0.01%
5,366
-175
SF icon
599
Stifel
SF
$12.4B
$229K 0.01%
2,429
-69
RRC icon
600
Range Resources
RRC
$8.9B
$229K 0.01%
5,726
-163