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
BRBR icon
601
BellRing Brands
BRBR
$3.69B
$228K 0.01%
3,067
-113
TRU icon
602
TransUnion
TRU
$15.6B
$227K 0.01%
2,740
X
603
DELISTED
US Steel
X
$226K 0.01%
+5,343
PRI icon
604
Primerica
PRI
$8.06B
$225K 0.01%
792
-22
CNM icon
605
Core & Main
CNM
$9.71B
$221K 0.01%
4,571
-130
SAIA icon
606
Saia
SAIA
$7.52B
$220K 0.01%
631
-18
EGP icon
607
EastGroup Properties
EGP
$9.48B
$219K 0.01%
+1,245
ARMK icon
608
Aramark
ARMK
$9.94B
$219K 0.01%
6,352
-130
OGE icon
609
OGE Energy
OGE
$8.93B
$219K 0.01%
4,768
-175
CHE icon
610
Chemed
CHE
$6.13B
$219K 0.01%
+356
LVS icon
611
Las Vegas Sands
LVS
$44.1B
$219K 0.01%
5,663
-151
ORI icon
612
Old Republic International
ORI
$10.2B
$217K 0.01%
5,535
-157
SSB icon
613
SouthState Bank Corp
SSB
$8.83B
$216K 0.01%
+2,328
J icon
614
Jacobs Solutions
J
$18.3B
$216K 0.01%
1,802
-101
GME icon
615
GameStop
GME
$9.63B
$215K 0.01%
9,641
-274
CRS icon
616
Carpenter Technology
CRS
$16.3B
$214K 0.01%
1,183
-33
BWXT icon
617
BWX Technologies
BWXT
$17.7B
$214K 0.01%
2,170
-79
REXR icon
618
Rexford Industrial Realty
REXR
$9.74B
$213K 0.01%
5,452
+62
TWLO icon
619
Twilio
TWLO
$19.4B
$212K 0.01%
2,170
-30
PR icon
620
Permian Resources
PR
$9.88B
$212K 0.01%
15,327
-288
BLD icon
621
TopBuild
BLD
$11.9B
$212K 0.01%
696
-20
KEY icon
622
KeyCorp
KEY
$19.8B
$210K 0.01%
13,153
-1,562
WBS icon
623
Webster Financial
WBS
$9.49B
$210K 0.01%
4,067
-151
INGR icon
624
Ingredion
INGR
$6.91B
$209K 0.01%
1,546
-55
HLI icon
625
Houlihan Lokey
HLI
$12.6B
$209K 0.01%
1,294
-10