MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.33M
3
+$2.24M
4
DOC icon
Healthpeak Properties
DOC
+$2.17M
5
APTV icon
Aptiv
APTV
+$2.14M

Top Sells

1
+$48.5M
2
+$44.4M
3
+$36.3M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
META icon
Meta Platforms (Facebook)
META
+$19.3M

Sector Composition

1 Technology 23.42%
2 Financials 11.78%
3 Industrials 11.56%
4 Healthcare 10.18%
5 Consumer Staples 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
651
Marriott International
MAR
$77.1B
– –
-3,310
MKL icon
652
Markel Group
MKL
$26.3B
– –
-232
MLM icon
653
Martin Marietta Materials
MLM
$36.3B
– –
-836
MOH icon
654
Molina Healthcare
MOH
$7.12B
– –
-1,031
KEY icon
655
KeyCorp
KEY
$19.3B
– –
-13,153
L icon
656
Loews
L
$21.6B
– –
-3,710
STZ icon
657
Constellation Brands
STZ
$22.6B
– –
-3,070
AKAM icon
658
Akamai
AKAM
$12.8B
– –
-4,382
ALLE icon
659
Allegion
ALLE
$14.2B
– –
-1,950
ALNY icon
660
Alnylam Pharmaceuticals
ALNY
$60B
– –
-1,986
ARE icon
661
Alexandria Real Estate Equities
ARE
$9.03B
– –
-3,760
ARES icon
662
Ares Management
ARES
$32.7B
– –
-2,530
BAH icon
663
Booz Allen Hamilton
BAH
$10.2B
– –
-2,593
BALL icon
664
Ball Corp
BALL
$12.8B
– –
-7,134
BAX icon
665
Baxter International
BAX
$9.61B
– –
-7,160
BIIB icon
666
Biogen
BIIB
$24.2B
– –
-2,163
BLDR icon
667
Builders FirstSource
BLDR
$11.5B
– –
-1,836
BR icon
668
Broadridge
BR
$26.3B
– –
-1,935
BRBR icon
669
BellRing Brands
BRBR
$3.4B
– –
-3,067
BRO icon
670
Brown & Brown
BRO
$27.3B
– –
-3,369
BXP icon
671
Boston Properties
BXP
$11.2B
– –
-3,496
CCL icon
672
Carnival Corp
CCL
$34.3B
– –
-14,231
CHE icon
673
Chemed
CHE
$6.29B
– –
-356
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