MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.05M
3 +$3.98M
4
MU icon
Micron Technology
MU
+$3.72M
5
RTX icon
RTX Corp
RTX
+$3.63M

Top Sells

1 +$6.58M
2 +$5.06M
3 +$4.75M
4
AAPL icon
Apple
AAPL
+$4.72M
5
XYL icon
Xylem
XYL
+$4.29M

Sector Composition

1 Technology 23.83%
2 Industrials 11.64%
3 Financials 11.45%
4 Healthcare 10.93%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADI icon
51
Analog Devices
ADI
$174B
$9.56M 0.46%
35,253
+270
PLTR icon
52
Palantir
PLTR
$347B
$9.53M 0.46%
53,631
-401
BBY icon
53
Best Buy
BBY
$12.9B
$9.53M 0.46%
142,342
-18,074
ECL icon
54
Ecolab
ECL
$86.9B
$9.47M 0.46%
36,074
-2,050
PM icon
55
Philip Morris
PM
$286B
$9.46M 0.45%
58,963
+78
RSG icon
56
Republic Services
RSG
$70.7B
$9.2M 0.44%
43,392
-1,675
NOW icon
57
ServiceNow
NOW
$114B
$9.16M 0.44%
59,766
-2,254
SJM icon
58
J.M. Smucker
SJM
$12.4B
$8.91M 0.43%
91,048
+3,024
ESS icon
59
Essex Property Trust
ESS
$16.4B
$8.89M 0.43%
33,973
+377
SON icon
60
Sonoco
SON
$5.57B
$8.72M 0.42%
199,927
+6,982
SCHW icon
61
Charles Schwab
SCHW
$169B
$8.72M 0.42%
87,320
-1,058
KMB icon
62
Kimberly-Clark
KMB
$36.4B
$8.36M 0.4%
82,906
+2,268
OGS icon
63
ONE Gas
OGS
$5.48B
$7.95M 0.38%
102,870
-2,012
TMO icon
64
Thermo Fisher Scientific
TMO
$191B
$7.93M 0.38%
13,677
-933
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.04T
$7.77M 0.37%
15,455
+298
ETN icon
66
Eaton
ETN
$146B
$7.74M 0.37%
24,287
-4,240
WELL icon
67
Welltower
WELL
$145B
$7.73M 0.37%
41,651
-2,261
HRL icon
68
Hormel Foods
HRL
$14.1B
$7.71M 0.37%
325,398
+5,813
PANW icon
69
Palo Alto Networks
PANW
$123B
$7.68M 0.37%
41,688
-286
AFL icon
70
Aflac
AFL
$58.6B
$7.65M 0.37%
69,348
+2,056
MBB icon
71
iShares MBS ETF
MBB
$39.5B
$7.64M 0.37%
80,246
-474
CSCO icon
72
Cisco
CSCO
$314B
$7.64M 0.37%
99,119
-1,842
LOW icon
73
Lowe's Companies
LOW
$148B
$7.64M 0.37%
31,660
+449
CAH icon
74
Cardinal Health
CAH
$53.9B
$7.63M 0.37%
37,141
-582
SR icon
75
Spire
SR
$5.41B
$7.52M 0.36%
90,911
-6,307