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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 32.92%
This Fund
S&P 500
This Quarter Est. Return
+18.63%
1 Year Est. Return
+32.92%
3 Year Est. Return
+93.92%
5 Year Est. Return
+117.74%
10 Year Est. Return
+446.93%
AUM
$2.22B
AUM Growth
+$219M
Cap. Flow
+$1.98M
Cap. Flow %
0.09%
Top 10 Hldgs %
20.93%
Holding
612
New
64
Increased
203
Reduced
232
Closed
16

Top Buys

Rank Stock Value
1
MPWR icon
Monolithic Power Systems
MPWR
+$6.27M
2
AMAT icon
Applied Materials
AMAT
+$4.69M
3
INTC icon
Intel
INTC
+$4.59M
4
RTX icon
RTX Corp
RTX
+$3.8M
5
MU icon
Micron Technology
MU
+$3.66M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10M
2
ABBV icon
AbbVie
ABBV
+$7.96M
3
ETN icon
Eaton
ETN
+$6.05M
4
AAPL icon
Apple
AAPL
+$4.49M
5
TSM icon
TSMC
TSM
+$4.35M

Sector Composition

Rank Sector Weight
1 Technology 25.23%
2 Industrials 13%
3 Financials 10.41%
4 Consumer Staples 9.57%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
51
Vertiv
VRT
$108B
$10.7M 0.48%
31,937
+10,713
+50% +$3.4M
ESS icon
52
Essex Property Trust
ESS
$17.9B
$10.7M 0.48%
36,586
-508
-1% -$137K
CHRW icon
53
C.H. Robinson
CHRW
$17.3B
$10.4M 0.47%
55,100
-2,351
-4% -$418K
QCOM icon
54
Qualcomm
QCOM
$180B
$10.3M 0.46%
55,582
-264
-0.5% -$49.4K
AMAT icon
55
Applied Materials
AMAT
$361B
$10.2M 0.46%
14,094
+10,161
+258% +$4.69M
BLK icon
56
Blackrock
BLK
$174B
$10.2M 0.46%
10,565
-260
-2% -$269K
AXP icon
57
American Express
AXP
$220B
$10.1M 0.45%
29,791
-838
-3% -$268K
AMD icon
58
Advanced Micro Devices
AMD
$780B
$10M 0.45%
17,257
+6,907
+67% +$2.83M
LIN icon
59
Linde
LIN
$220B
$9.8M 0.44%
18,879
+3,661
+24% +$1.85M
SNDK
60
Sandisk
SNDK
$255B
$9.72M 0.44%
4,273
-729
-15% -$1.04M
EOG icon
61
EOG Resources
EOG
$76.2B
$9.7M 0.44%
74,755
+9,478
+15% +$1.29M
WELL icon
62
Welltower
WELL
$170B
$9.52M 0.43%
41,957
+1,699
+4% +$359K
CL icon
63
Colgate-Palmolive
CL
$70.8B
$9.5M 0.43%
103,611
+5,591
+6% +$489K
ADP icon
64
Automatic Data Processing
ADP
$110B
$9.42M 0.42%
42,048
+8,971
+27% +$1.92M
SR icon
65
Spire
SR
$4.89B
$9.28M 0.42%
118,826
+4,955
+4% +$426K
PII icon
66
Polaris
PII
$3.56B
$9.12M 0.41%
133,220
-12,196
-8% -$786K
APD icon
67
Air Products & Chemicals
APD
$67.1B
$9.07M 0.41%
30,924
+250
+0.8% +$72.7K
WTRG icon
68
Essential Utilities
WTRG
$11.8B
$9.05M 0.41%
236,193
+12,925
+6% +$494K
USB icon
69
US Bancorp
USB
$98.7B
$9.04M 0.41%
149,677
-53,815
-26% -$3.02M
SPGI icon
70
S&P Global
SPGI
$131B
$9.04M 0.41%
22,188
+5,731
+35% +$2.42M
RSG icon
71
Republic Services
RSG
$68.2B
$8.95M 0.4%
42,001
+421
+1% +$88K
GEV icon
72
GE Vernova
GEV
$251B
$8.83M 0.4%
7,517
-149
-2% -$152K
AVA icon
73
Avista
AVA
$3.14B
$8.66M 0.39%
211,704
+5,336
+3% +$220K
ELS icon
74
Equity Lifestyle Properties
ELS
$12.1B
$8.48M 0.38%
131,619
-1,234
-0.9% -$78K
NET icon
75
Cloudflare
NET
$99.3B
$8.43M 0.38%
34,384
+8,699
+34% +$1.9M
1 2
3
4 5

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Meiji Yasuda Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Meiji Yasuda Asset Management held 612 positions worth $2.22B, up 11% from $2B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Meiji Yasuda Asset Management's Q2 2026 filing shows 64 new, 203 increased, 232 reduced and 16 closed positions. Its largest new stake was Brown & Brown: 51,289 shares worth $3.29M. The largest sale was NVIDIA, an estimated $10M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q2 2026 buy was Brown & Brown: 51,289 shares worth $3.29M.
  • Meiji Yasuda Asset Management added most to Monolithic Power Systems in Q2 2026, an estimated $6.27M increase.
  • Meiji Yasuda Asset Management's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $10M.
  • Meiji Yasuda Asset Management fully exited Coterra Energy in Q2 2026, selling an estimated $758K.
  • Meiji Yasuda Asset Management's ten largest holdings make up 21% of its $2.22B portfolio in Q2 2026.
  • Meiji Yasuda Asset Management opened 64 new positions and closed 16 in Q2 2026.
  • Meiji Yasuda Asset Management's portfolio value rose 11% quarter-over-quarter to $2.22B.

Based on Meiji Yasuda Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.