MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.08B
1-Year Est. Return
19.4%
This Fund
S&P 500
1 Year Est. Return
+19.4%
AUM
$2.08B
AUM Growth
-$20.6M
(-0.98%)
Holding
577
Top Buys
| 1 | +$5.04M | |
| 2 | +$4.05M | |
| 3 | +$3.98M | |
| 4 |
Micron Technology
MU
|
+$3.72M |
| 5 |
RTX Corp
RTX
|
+$3.63M |
Top Sells
| 1 | +$6.58M | |
| 2 | +$5.06M | |
| 3 | +$4.75M | |
| 4 |
Apple
AAPL
|
+$4.72M |
| 5 |
Xylem
XYL
|
+$4.29M |
Sector Composition
| 1 | Technology | 23.83% |
| 2 | Industrials | 11.64% |
| 3 | Financials | 11.45% |
| 4 | Healthcare | 10.93% |
| 5 | Consumer Discretionary | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Sysco
SYY
$35.8B
| $7.48M | 0.36% |
101,442
+3,874
|
|
||
77
Colgate-Palmolive
CL
$65.6B
| $7.46M | 0.36% |
94,452
-29,927
|
|
||
78
Automatic Data Processing
ADP
$81.7B
| $7.36M | 0.35% |
28,604
+186
|
|
||
79
Cummins
CMI
$88.3B
| $7.33M | 0.35% |
14,351
+10,776
|
|
||
80
EOG Resources
EOG
$70.9B
| $7.26M | 0.35% |
69,161
-2,648
|
|
||
81
Illinois Tool Works
ITW
$78.1B
| $7.23M | 0.35% |
29,339
+388
|
|
||
82
TSMC
TSM
$1.91T
| $7.18M | 0.34% |
23,612
-2,120
|
|
||
83
Intuitive Surgical
ISRG
$160B
| $7.08M | 0.34% |
12,508
-1,073
|
|
||
84
Mastercard
MA
$456B
| $6.96M | 0.33% |
12,200
-29
|
|
||
85
IBM
IBM
$240B
| $6.85M | 0.33% |
23,117
-465
|
|
||
86
Equity Lifestyle Properties
ELS
$12.6B
| $6.78M | 0.33% |
111,868
-4,858
|
|
||
87
Merck
MRK
$278B
| $6.7M | 0.32% |
63,682
+83
|
|
||
88
HEICO Corp Class A
HEI.A
$29.5B
| $6.7M | 0.32% |
26,535
-2,477
|
|
||
89
Caterpillar
CAT
$372B
| $6.68M | 0.32% |
11,658
-9,110
|
|
||
90
Target
TGT
$59.8B
| $6.64M | 0.32% |
67,974
-3,229
|
|
||
91
Costco
COST
$446B
| $6.63M | 0.32% |
7,689
+2,998
|
|
||
|
92
Micron Technology
MU
$507B
| $6.62M | 0.32% |
23,192
+16,200
|
|
||
93
Emerson Electric
EMR
$81.4B
| $6.6M | 0.32% |
49,739
-1,038
|
|
||
94
Albemarle
ALB
$23.4B
| $6.57M | 0.32% |
46,430
-5,952
|
|
||
95
GE Aerospace
GE
$300B
| $6.53M | 0.31% |
21,201
-957
|
|
||
96
Air Products & Chemicals
APD
$65.6B
| $6.52M | 0.31% |
26,384
+1,540
|
|
||
97
Nike
NKE
$68.7B
| $6.45M | 0.31% |
101,305
+780
|
|
||
98
Ametek
AME
$53.5B
| $6.44M | 0.31% |
31,386
-3,558
|
|
||
99
McCormick & Company Non-Voting
MKC
$14B
| $6.42M | 0.31% |
94,263
-2,671
|
|
||
100
Netflix
NFLX
$390B
| $6.35M | 0.31% |
67,752
+7,452
|
|