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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
+7.26%
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
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
MBB icon
76
iShares MBS ETF
MBB
$39B
$7.68M 0.37%
80,720
+981
+1% +$92.2K
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.11T
$7.62M 0.36%
15,157
-301
-2% -$146K
ITW icon
78
Illinois Tool Works
ITW
$83.5B
$7.55M 0.36%
28,951
-1,049
-3% -$273K
AFL icon
79
Aflac
AFL
$60.7B
$7.52M 0.36%
67,292
+1,933
+3% +$203K
HEI.A icon
80
HEICO Corp Class A
HEI.A
$37B
$7.37M 0.35%
29,012
-5,845
-17% -$1.46M
UNP icon
81
Union Pacific
UNP
$174B
$7.28M 0.35%
30,787
+477
+2% +$108K
NFLX icon
82
Netflix
NFLX
$311B
$7.23M 0.34%
60,300
+7,730
+15% +$943K
TSM icon
83
TSMC
TSM
$2.19T
$7.19M 0.34%
25,732
+2
+0% +$489
TMO icon
84
Thermo Fisher Scientific
TMO
$224B
$7.09M 0.34%
14,610
-478
-3% -$222K
ELS icon
85
Equity Lifestyle Properties
ELS
$12.4B
$7.09M 0.34%
116,726
+2,860
+3% +$174K
NKE icon
86
Nike
NKE
$61.3B
$7.01M 0.33%
100,525
-2,571
-2% -$192K
MCD icon
87
McDonald's
MCD
$194B
$7M 0.33%
23,022
+3,443
+18% +$1.05M
BSX icon
88
Boston Scientific
BSX
$74.2B
$6.96M 0.33%
71,324
-1,084
-1% -$112K
MA icon
89
Mastercard
MA
$492B
$6.96M 0.33%
12,229
+3,160
+35% +$1.81M
CSCO icon
90
Cisco
CSCO
$475B
$6.91M 0.33%
100,961
+1,184
+1% +$80.7K
TJX icon
91
TJX Companies
TJX
$172B
$6.9M 0.33%
47,743
-11,826
-20% -$1.57M
APD icon
92
Air Products & Chemicals
APD
$68.9B
$6.78M 0.32%
24,844
-607
-2% -$176K
GE icon
93
GE Aerospace
GE
$382B
$6.67M 0.32%
22,158
-645
-3% -$176K
EMR icon
94
Emerson Electric
EMR
$91.7B
$6.66M 0.32%
50,777
-2,055
-4% -$280K
IBM icon
95
IBM
IBM
$225B
$6.65M 0.32%
23,582
+123
+0.5% +$32.2K
PWR icon
96
Quanta Services
PWR
$101B
$6.6M 0.31%
15,923
-6,361
-29% -$2.47M
AME icon
97
Ametek
AME
$58.8B
$6.57M 0.31%
34,944
-1,116
-3% -$205K
MKC icon
98
McCormick & Company Non-Voting
MKC
$14.2B
$6.49M 0.31%
96,934
+6,572
+7% +$460K
TGT icon
99
Target
TGT
$69.2B
$6.39M 0.3%
71,203
-3,485
-5% -$343K
APTV icon
100
Aptiv
APTV
$10.3B
$6.38M 0.3%
74,051
-6,403
-8% -$483K
2 3
4
5 6

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.