MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$2.02B
AUM Growth
-$467M
(-19%)
Holding
673
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.33M | |
| 3 | +$2.24M | |
| 4 |
Healthpeak Properties
DOC
|
+$2.17M |
| 5 |
Aptiv
APTV
|
+$2.14M |
Top Sells
| 1 | +$48.5M | |
| 2 | +$44.4M | |
| 3 | +$36.3M | |
| 4 |
Amazon
AMZN
|
+$24.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Essential Utilities
WTRG
$11.3B
| $9.69M | 0.48% |
260,847
-24,462
|
|
||
52
Qualcomm
QCOM
$187B
| $9.61M | 0.48% |
60,348
-11,453
|
|
||
53
Essex Property Trust
ESS
$16.3B
| $9.57M | 0.47% |
33,762
+1,038
|
|
||
54
J.M. Smucker
SJM
$11.8B
| $9.39M | 0.47% |
95,623
-5,677
|
|
||
55
Roper Technologies
ROP
$48.2B
| $9.28M | 0.46% |
16,379
-1,487
|
|
||
56
Hormel Foods
HRL
$12.5B
| $9.19M | 0.46% |
303,943
-18,672
|
|
||
57
HEICO Corp Class A
HEI.A
$34.5B
| $9.02M | 0.45% |
34,857
-3,100
|
|
||
58
Federal Realty Investment Trust
FRT
$8.42B
| $9.01M | 0.45% |
94,837
-898
|
|
||
59
Sonoco
SON
$4.1B
| $8.96M | 0.44% |
205,684
+3,275
|
|
||
60
EOG Resources
EOG
$59.3B
| $8.79M | 0.44% |
73,499
-10,743
|
|
||
61
Linde
LIN
$200B
| $8.77M | 0.44% |
18,691
-4,867
|
|
||
62
Palo Alto Networks
PANW
$140B
| $8.66M | 0.43% |
42,317
-3,630
|
|
||
63
Automatic Data Processing
ADP
$103B
| $8.5M | 0.42% |
27,569
-4,598
|
|
||
64
Quanta Services
PWR
$63.7B
| $8.43M | 0.42% |
22,284
-3,088
|
|
||
65
Charles Schwab
SCHW
$169B
| $8.29M | 0.41% |
90,842
-23,919
|
|
||
66
Caterpillar
CAT
$259B
| $8.28M | 0.41% |
21,340
-5,819
|
|
||
67
Analog Devices
ADI
$117B
| $7.99M | 0.4% |
33,563
-4,344
|
|
||
68
Colgate-Palmolive
CL
$63.5B
| $7.94M | 0.39% |
87,323
-13,076
|
|
||
69
Boston Scientific
BSX
$156B
| $7.78M | 0.39% |
72,408
-20,242
|
|
||
70
Citigroup
C
$180B
| $7.68M | 0.38% |
90,216
-25,715
|
|
||
71
ONE Gas
OGS
$4.92B
| $7.64M | 0.38% |
106,284
-9,089
|
|
||
72
Sysco
SYY
$35.9B
| $7.61M | 0.38% |
100,482
-8,325
|
|
||
73
Berkshire Hathaway Class B
BRK.B
$1.11T
| $7.51M | 0.37% |
15,458
-15,107
|
|
||
74
Intuitive Surgical
ISRG
$200B
| $7.51M | 0.37% |
13,818
-4,611
|
|
||
75
iShares MBS ETF
MBB
$41.4B
| $7.49M | 0.37% |
79,739
+1,112
|
|