MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.33M
3 +$2.24M
4
DOC icon
Healthpeak Properties
DOC
+$2.17M
5
APTV icon
Aptiv
APTV
+$2.14M

Top Sells

1 +$48.5M
2 +$44.4M
3 +$36.3M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
META icon
Meta Platforms (Facebook)
META
+$19.3M

Sector Composition

1 Technology 23.42%
2 Financials 11.78%
3 Industrials 11.56%
4 Healthcare 10.18%
5 Consumer Staples 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ITW icon
76
Illinois Tool Works
ITW
$71.2B
$7.42M 0.37%
30,000
-3,208
TGT icon
77
Target
TGT
$41.2B
$7.37M 0.37%
74,688
-2,826
TJX icon
78
TJX Companies
TJX
$163B
$7.36M 0.37%
59,569
-25,579
SR icon
79
Spire
SR
$5.26B
$7.36M 0.36%
100,768
-4,801
TW icon
80
Tradeweb Markets
TW
$23.5B
$7.34M 0.36%
50,116
-3,426
NKE icon
81
Nike
NKE
$97.6B
$7.32M 0.36%
103,096
-9,265
APD icon
82
Air Products & Chemicals
APD
$58.5B
$7.18M 0.36%
25,451
-1,282
PLTR icon
83
Palantir
PLTR
$410B
$7.1M 0.35%
52,103
-22,710
GOOG icon
84
Alphabet (Google) Class C
GOOG
$3.37T
$7.08M 0.35%
39,927
-57,319
EMR icon
85
Emerson Electric
EMR
$72.2B
$7.04M 0.35%
52,832
-23,941
NFLX icon
86
Netflix
NFLX
$489B
$7.04M 0.35%
5,257
-6,362
ELS icon
87
Equity Lifestyle Properties
ELS
$12B
$7.02M 0.35%
113,866
-5,688
UNP icon
88
Union Pacific
UNP
$131B
$6.97M 0.35%
30,310
-8,257
CSCO icon
89
Cisco
CSCO
$305B
$6.92M 0.34%
99,777
-48,506
IBM icon
90
IBM
IBM
$285B
$6.92M 0.34%
23,459
-11,254
LOW icon
91
Lowe's Companies
LOW
$130B
$6.9M 0.34%
31,087
-6,252
AFL icon
92
Aflac
AFL
$60.3B
$6.89M 0.34%
65,359
-6,812
MKC icon
93
McCormick & Company Non-Voting
MKC
$17.7B
$6.85M 0.34%
90,362
-713
WELL icon
94
Welltower
WELL
$131B
$6.81M 0.34%
44,309
-8,597
ACN icon
95
Accenture
ACN
$154B
$6.62M 0.33%
22,133
+2,604
GWW icon
96
W.W. Grainger
GWW
$44.5B
$6.54M 0.32%
6,290
-546
AME icon
97
Ametek
AME
$44.7B
$6.53M 0.32%
36,060
-3,441
SNPS icon
98
Synopsys
SNPS
$73.2B
$6.32M 0.31%
12,323
-2,241
CHRW icon
99
C.H. Robinson
CHRW
$17.9B
$6.28M 0.31%
65,482
+2,307
TMO icon
100
Thermo Fisher Scientific
TMO
$218B
$6.12M 0.3%
15,088
-5,078