MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.08B
1-Year Est. Return
19.39%
This Fund
S&P 500
1 Year Est. Return
+19.39%
AUM
$2.1B
AUM Growth
+$85.3M
(+4.2%)
Holding
580
Top Buys
| 1 | +$3.59M | |
| 2 | +$2.96M | |
| 3 | +$2.95M | |
| 4 |
Johnson Controls International
JCI
|
+$2.94M |
| 5 |
FedEx
FDX
|
+$2.75M |
Top Sells
| 1 | +$4.13M | |
| 2 | +$3.92M | |
| 3 | +$3.56M | |
| 4 |
McKesson
MCK
|
+$2.9M |
| 5 |
Altria Group
MO
|
+$2.76M |
Sector Composition
| 1 | Technology | 24.48% |
| 2 | Financials | 11.47% |
| 3 | Industrials | 11.15% |
| 4 | Healthcare | 10.13% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kimberly-Clark
KMB
$34.6B
| $10M | 0.48% |
80,638
+1,865
|
|
||
52
Colgate-Palmolive
CL
$76.1B
| $9.94M | 0.47% |
124,379
+37,056
|
|
||
53
Caterpillar
CAT
$340B
| $9.91M | 0.47% |
20,768
-572
|
|
||
54
Palantir
PLTR
$324B
| $9.86M | 0.47% |
54,032
+1,929
|
|
||
55
Microchip Technology
MCHP
$41.1B
| $9.83M | 0.47% |
153,142
-6,538
|
|
||
56
J.M. Smucker
SJM
$11.7B
| $9.56M | 0.46% |
88,024
-7,599
|
|
||
57
Philip Morris
PM
$285B
| $9.55M | 0.45% |
58,885
+184
|
|
||
58
Alphabet (Google) Class C
GOOG
$3.91T
| $9.37M | 0.45% |
38,455
-1,472
|
|
||
59
Citigroup
C
$214B
| $9.18M | 0.44% |
90,399
+183
|
|
||
60
Essex Property Trust
ESS
$16.6B
| $8.99M | 0.43% |
33,596
-166
|
|
||
61
Linde
LIN
$209B
| $8.74M | 0.42% |
18,401
-290
|
|
||
62
Analog Devices
ADI
$157B
| $8.6M | 0.41% |
34,983
+1,420
|
|
||
63
Palo Alto Networks
PANW
$111B
| $8.55M | 0.41% |
41,974
-343
|
|
||
64
C.H. Robinson
CHRW
$23.7B
| $8.52M | 0.41% |
64,359
-1,123
|
|
||
65
ONE Gas
OGS
$4.95B
| $8.49M | 0.4% |
104,882
-1,402
|
|
||
66
Charles Schwab
SCHW
$187B
| $8.44M | 0.4% |
88,378
-2,464
|
|
||
67
Automatic Data Processing
ADP
$93.2B
| $8.34M | 0.4% |
28,418
+849
|
|
||
68
Sonoco
SON
$5.06B
| $8.31M | 0.4% |
192,945
-12,739
|
|
||
69
Roper Technologies
ROP
$38.6B
| $8.07M | 0.38% |
16,192
-187
|
|
||
70
EOG Resources
EOG
$61.7B
| $8.05M | 0.38% |
71,809
-1,690
|
|
||
71
Sysco
SYY
$41.4B
| $8.03M | 0.38% |
97,568
-2,914
|
|
||
72
Spire
SR
$5.09B
| $7.93M | 0.38% |
97,218
-3,550
|
|
||
73
Hormel Foods
HRL
$13.7B
| $7.91M | 0.38% |
319,585
+15,642
|
|
||
74
Lowe's Companies
LOW
$156B
| $7.84M | 0.37% |
31,211
+124
|
|
||
75
Welltower
WELL
$134B
| $7.82M | 0.37% |
43,912
-397
|
|