MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
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 | |
|---|---|---|---|---|---|---|
76
iShares MBS ETF
MBB
$39.1B
| $7.68M | 0.37% |
80,720
+981
|
|
||
77
Berkshire Hathaway Class B
BRK.B
$1.1T
| $7.62M | 0.36% |
15,157
-301
|
|
||
78
Illinois Tool Works
ITW
$71.8B
| $7.55M | 0.36% |
28,951
-1,049
|
|
||
79
Aflac
AFL
$57.4B
| $7.52M | 0.36% |
67,292
+1,933
|
|
||
80
HEICO Corp Class A
HEI.A
$33.8B
| $7.37M | 0.35% |
29,012
-5,845
|
|
||
81
Union Pacific
UNP
$137B
| $7.28M | 0.35% |
30,787
+477
|
|
||
82
Netflix
NFLX
$462B
| $7.23M | 0.34% |
60,300
+7,730
|
|
||
83
TSMC
TSM
$1.49T
| $7.19M | 0.34% |
25,732
+2
|
|
||
84
Thermo Fisher Scientific
TMO
$220B
| $7.09M | 0.34% |
14,610
-478
|
|
||
85
Equity Lifestyle Properties
ELS
$12.1B
| $7.09M | 0.34% |
116,726
+2,860
|
|
||
86
Nike
NKE
$96.7B
| $7.01M | 0.33% |
100,525
-2,571
|
|
||
87
McDonald's
MCD
$216B
| $7M | 0.33% |
23,022
+3,443
|
|
||
88
Boston Scientific
BSX
$150B
| $6.96M | 0.33% |
71,324
-1,084
|
|
||
89
Mastercard
MA
$488B
| $6.96M | 0.33% |
12,229
+3,160
|
|
||
90
Cisco
CSCO
$300B
| $6.91M | 0.33% |
100,961
+1,184
|
|
||
91
TJX Companies
TJX
$168B
| $6.9M | 0.33% |
47,743
-11,826
|
|
||
92
Air Products & Chemicals
APD
$58.1B
| $6.78M | 0.32% |
24,844
-607
|
|
||
93
GE Aerospace
GE
$304B
| $6.67M | 0.32% |
22,158
-645
|
|
||
94
Emerson Electric
EMR
$74.1B
| $6.66M | 0.32% |
50,777
-2,055
|
|
||
95
IBM
IBM
$286B
| $6.65M | 0.32% |
23,582
+123
|
|
||
96
Quanta Services
PWR
$67.4B
| $6.6M | 0.31% |
15,923
-6,361
|
|
||
97
Ametek
AME
$45B
| $6.57M | 0.31% |
34,944
-1,116
|
|
||
98
McCormick & Company Non-Voting
MKC
$17.8B
| $6.49M | 0.31% |
96,934
+6,572
|
|
||
99
Target
TGT
$41.4B
| $6.39M | 0.3% |
71,203
-3,485
|
|
||
100
Aptiv
APTV
$16.6B
| $6.38M | 0.3% |
74,051
-6,403
|
|