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
JEF icon
626
Jefferies Financial Group
JEF
$11.2B
$209K 0.01%
3,901
-61
CIEN icon
627
Ciena
CIEN
$28.1B
$207K 0.01%
3,427
-109
AIT icon
628
Applied Industrial Technologies
AIT
$9.77B
$206K 0.01%
912
-32
MLI icon
629
Mueller Industries
MLI
$11.9B
$206K 0.01%
2,699
-76
MUSA icon
630
Murphy USA
MUSA
$6.81B
$205K 0.01%
437
-13
NVT icon
631
nVent Electric
NVT
$17.9B
$205K 0.01%
3,911
-111
FND icon
632
Floor & Decor
FND
$6.39B
$205K 0.01%
2,544
-93
DKNG icon
633
DraftKings
DKNG
$15.1B
$201K 0.01%
6,050
+90
FSLR icon
634
First Solar
FSLR
$28.7B
$200K 0.01%
1,582
+80
AAL icon
635
American Airlines Group
AAL
$9.01B
$165K 0.01%
15,593
-566
VTRS icon
636
Viatris
VTRS
$11.7B
$159K 0.01%
18,244
WBA
637
DELISTED
Walgreens Boots Alliance
WBA
$145K 0.01%
12,995
+490
WU icon
638
Western Union
WU
$2.89B
$133K 0.01%
12,545
+544
SNAP icon
639
Snap
SNAP
$14.1B
$126K 0.01%
14,480
ROIV icon
640
Roivant Sciences
ROIV
$14.1B
$103K ﹤0.01%
10,191
-290
VLY icon
641
Valley National Bancorp
VLY
$6.2B
$102K ﹤0.01%
11,527
CLF icon
642
Cleveland-Cliffs
CLF
$5.94B
$94.4K ﹤0.01%
11,486
-402
GRAB icon
643
Grab
GRAB
$22.7B
$66.6K ﹤0.01%
14,710
AA icon
644
Alcoa
AA
$9.66B
-6,357
APA icon
645
APA Corp
APA
$8.45B
-11,540
AYI icon
646
Acuity Brands
AYI
$11B
-746
BF.B icon
647
Brown-Forman Class B
BF.B
$12.6B
-92,648
BIO icon
648
Bio-Rad Laboratories Class A
BIO
$8.24B
-761
BRX icon
649
Brixmor Property Group
BRX
$8.18B
-7,415
CACI icon
650
CACI
CACI
$13B
-549