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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
KMB icon
51
Kimberly-Clark
KMB
$36.1B
$10M 0.48%
80,638
+1,865
+2% +$241K
CL icon
52
Colgate-Palmolive
CL
$73.6B
$9.94M 0.47%
124,379
+37,056
+42% +$3.16M
CAT icon
53
Caterpillar
CAT
$388B
$9.91M 0.47%
20,768
-572
-3% -$244K
PLTR icon
54
Palantir
PLTR
$420B
$9.86M 0.47%
54,032
+1,929
+4% +$313K
MCHP icon
55
Microchip Technology
MCHP
$44B
$9.83M 0.47%
153,142
-6,538
-4% -$443K
SJM icon
56
J.M. Smucker
SJM
$12.5B
$9.56M 0.46%
88,024
-7,599
-8% -$825K
PM icon
57
Philip Morris
PM
$290B
$9.55M 0.45%
58,885
+184
+0.3% +$31K
GOOG icon
58
Alphabet (Google) Class C
GOOG
$4.19T
$9.37M 0.45%
38,455
-1,472
-4% -$309K
C icon
59
Citigroup
C
$228B
$9.18M 0.44%
90,399
+183
+0.2% +$17.4K
ESS icon
60
Essex Property Trust
ESS
$18.2B
$8.99M 0.43%
33,596
-166
-0.5% -$44.9K
LIN icon
61
Linde
LIN
$226B
$8.74M 0.42%
18,401
-290
-2% -$137K
ADI icon
62
Analog Devices
ADI
$188B
$8.6M 0.41%
34,983
+1,420
+4% +$341K
PANW icon
63
Palo Alto Networks
PANW
$313B
$8.55M 0.41%
41,974
-343
-0.8% -$65.7K
CHRW icon
64
C.H. Robinson
CHRW
$17B
$8.52M 0.41%
64,359
-1,123
-2% -$132K
OGS icon
65
ONE Gas
OGS
$5B
$8.49M 0.4%
104,882
-1,402
-1% -$105K
SCHW
66
Charles Schwab
SCHW
$186B
$8.44M 0.4%
88,378
-2,464
-3% -$234K
ADP icon
67
Automatic Data Processing
ADP
$108B
$8.34M 0.4%
28,418
+849
+3% +$256K
SON icon
68
Sonoco
SON
$5.71B
$8.31M 0.4%
192,945
-12,739
-6% -$588K
ROP icon
69
Roper Technologies
ROP
$39.5B
$8.07M 0.38%
16,192
-187
-1% -$99.7K
EOG icon
70
EOG Resources
EOG
$75.2B
$8.05M 0.38%
71,809
-1,690
-2% -$202K
SYY icon
71
Sysco
SYY
$40.3B
$8.03M 0.38%
97,568
-2,914
-3% -$233K
SR icon
72
Spire
SR
$4.87B
$7.93M 0.38%
97,218
-3,550
-4% -$270K
HRL icon
73
Hormel Foods
HRL
$13.4B
$7.91M 0.38%
319,585
+15,642
+5% +$433K
LOW icon
74
Lowe's Companies
LOW
$124B
$7.84M 0.37%
31,211
+124
+0.4% +$30.5K
WELL icon
75
Welltower
WELL
$163B
$7.82M 0.37%
43,912
-397
-0.9% -$65.3K
1 2
3
4 5

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.