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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
+1.62%
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
$2B
AUM Growth
-$76.8M
Cap. Flow
-$55.1M
Cap. Flow %
-2.75%
Top 10 Hldgs %
22.26%
Holding
583
New
37
Increased
213
Reduced
292
Closed
35

Top Buys

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$14.8M
2
PII icon
Polaris
PII
+$9.11M
3
AVA icon
Avista
AVA
+$8.33M
4
WLK icon
Westlake Corp
WLK
+$7.71M
5
CLX icon
Clorox
CLX
+$6.65M

Top Sells

Rank Stock Value
1
UGI icon
UGI
UGI
+$16.2M
2
CVX icon
Chevron
CVX
+$13.2M
3
BEN icon
Franklin Resources
BEN
+$8.68M
4
ABBV icon
AbbVie
ABBV
+$7.72M
5
ABT icon
Abbott
ABT
+$7.28M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Industrials 12.76%
3 Financials 10.7%
4 Consumer Staples 10.23%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
76
TSMC
TSM
$2.07T
$7.57M 0.38%
22,402
-1,210
-5% -$416K
LIN icon
77
Linde
LIN
$237B
$7.54M 0.38%
15,218
+3,097
+26% +$1.46M
MRK icon
78
Merck
MRK
$315B
$7.51M 0.38%
62,447
-1,235
-2% -$143K
NFG icon
79
National Fuel Gas
NFG
$7.69B
$7.41M 0.37%
78,906
-54,571
-41% -$4.76M
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.06T
$7.31M 0.36%
15,256
-199
-1% -$97.7K
ACN icon
81
Accenture
ACN
$87.9B
$7.21M 0.36%
36,374
+20,793
+133% +$4.84M
QCOM icon
82
Qualcomm
QCOM
$181B
$7.19M 0.36%
55,846
-3,625
-6% -$529K
SYY icon
83
Sysco
SYY
$39.1B
$7.14M 0.36%
100,111
-1,331
-1% -$110K
SPGI icon
84
S&P Global
SPGI
$133B
$7M 0.35%
16,457
-5,168
-24% -$2.4M
LOW icon
85
Lowe's Companies
LOW
$117B
$6.89M 0.34%
29,148
-2,512
-8% -$655K
PPG icon
86
PPG Industries
PPG
$26.2B
$6.74M 0.34%
63,075
+8,204
+15% +$930K
ADP icon
87
Automatic Data Processing
ADP
$102B
$6.72M 0.34%
33,077
+4,473
+16% +$1.03M
GEV icon
88
GE Vernova
GEV
$284B
$6.69M 0.33%
7,666
+792
+12% +$618K
NFLX icon
89
Netflix
NFLX
$290B
$6.68M 0.33%
69,485
+1,733
+3% +$153K
AWR icon
90
American States Water
AWR
$3.5B
$6.67M 0.33%
88,246
+31,361
+55% +$2.31M
FAST icon
91
Fastenal
FAST
$52.2B
$6.61M 0.33%
142,552
+118,007
+481% +$5.3M
AME icon
92
Ametek
AME
$54.3B
$6.58M 0.33%
30,710
-676
-2% -$150K
TMO icon
93
Thermo Fisher Scientific
TMO
$198B
$6.47M 0.32%
13,161
-516
-4% -$280K
AFL icon
94
Aflac
AFL
$63.5B
$6.4M 0.32%
58,300
-11,048
-16% -$1.22M
NKE icon
95
Nike
NKE
$64.9B
$6.29M 0.31%
119,005
+17,700
+17% +$1.07M
LMT icon
96
Lockheed Martin
LMT
$117B
$6.23M 0.31%
10,303
-29
-0.3% -$17.9K
PANW icon
97
Palo Alto Networks
PANW
$292B
$6.12M 0.31%
38,152
-3,536
-8% -$594K
SRE icon
98
Sempra
SRE
$60.3B
$6.11M 0.31%
62,926
-2,693
-4% -$246K
KEYS icon
99
Keysight
KEYS
$54B
$6.09M 0.3%
21,563
-991
-4% -$248K
CWT icon
100
California Water Service
CWT
$3.11B
$6.08M 0.3%
134,116
+49,317
+58% +$2.21M
2 3
4
5 6

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Meiji Yasuda Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meiji Yasuda Asset Management held 583 positions worth $2B, down 3.7% from $2.08B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Meiji Yasuda Asset Management's Q1 2026 filing shows 37 new, 213 increased, 292 reduced and 35 closed positions. Its largest new stake was Polaris: 145,416 shares worth $7.93M. The largest sale was UGI, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q1 2026 buy was Polaris: 145,416 shares worth $7.93M.
  • Meiji Yasuda Asset Management added most to Robert Half in Q1 2026, an estimated $14.8M increase.
  • Meiji Yasuda Asset Management's biggest Q1 2026 reduction was Chevron, cutting an estimated $13.2M.
  • Meiji Yasuda Asset Management fully exited UGI in Q1 2026, selling an estimated $16.2M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 22% of its $2B portfolio in Q1 2026.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 35 in Q1 2026.
  • Meiji Yasuda Asset Management's portfolio value fell 3.7% quarter-over-quarter to $2B.

Based on Meiji Yasuda Asset Management's 13F filing for Q1 2026, filed 14 May 2026.