MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$13.8M
3 +$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1 +$16M
2 +$7.47M
3 +$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
AbbVie
ABBV
+$6.7M

Sector Composition

1 Technology 22.83%
2 Financials 12.17%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBM icon
76
IBM
IBM
$286B
$8.63M 0.35%
34,713
-64,162
MRK icon
77
Merck
MRK
$214B
$8.58M 0.35%
95,601
-807
MCD icon
78
McDonald's
MCD
$213B
$8.44M 0.34%
27,015
-21,415
EMR icon
79
Emerson Electric
EMR
$72.9B
$8.42M 0.34%
76,773
-29,550
SR icon
80
Spire
SR
$5.29B
$8.26M 0.33%
105,569
+7,543
ITW icon
81
Illinois Tool Works
ITW
$71.2B
$8.24M 0.33%
33,208
-3,387
C icon
82
Citigroup
C
$180B
$8.23M 0.33%
115,931
-5,313
BAC icon
83
Bank of America
BAC
$388B
$8.17M 0.33%
195,777
+40,559
SYY icon
84
Sysco
SYY
$36B
$8.16M 0.33%
108,807
-21,234
WELL icon
85
Welltower
WELL
$131B
$8.11M 0.33%
52,906
-3,306
MA icon
86
Mastercard
MA
$496B
$8.1M 0.33%
14,784
-130
TGT icon
87
Target
TGT
$41.5B
$8.09M 0.33%
77,514
-7,305
AFL icon
88
Aflac
AFL
$59.8B
$8.02M 0.32%
72,171
-25,472
HEI.A icon
89
HEICO Corp Class A
HEI.A
$35B
$8.01M 0.32%
37,957
-2,042
ELS icon
90
Equity Lifestyle Properties
ELS
$12B
$7.97M 0.32%
119,554
+110,792
TW icon
91
Tradeweb Markets
TW
$23.3B
$7.95M 0.32%
53,542
-2,842
APD icon
92
Air Products & Chemicals
APD
$57.8B
$7.88M 0.32%
26,733
-8,224
PANW icon
93
Palo Alto Networks
PANW
$144B
$7.84M 0.32%
45,947
+4,215
PLD icon
94
Prologis
PLD
$117B
$7.83M 0.32%
70,033
-4,223
CLX icon
95
Clorox
CLX
$13.1B
$7.68M 0.31%
52,134
+48,171
ADI icon
96
Analog Devices
ADI
$112B
$7.64M 0.31%
37,907
-8,197
MCHP icon
97
Microchip Technology
MCHP
$30.4B
$7.51M 0.3%
155,037
+62,994
MKC icon
98
McCormick & Company Non-Voting
MKC
$17.5B
$7.5M 0.3%
91,075
-32,737
MBB icon
99
iShares MBS ETF
MBB
$41.5B
$7.37M 0.3%
78,627
-5,344
GE icon
100
GE Aerospace
GE
$324B
$7.29M 0.29%
36,447
-3,127