MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.05M
3 +$3.98M
4
MU icon
Micron Technology
MU
+$3.72M
5
RTX icon
RTX Corp
RTX
+$3.63M

Top Sells

1 +$6.58M
2 +$5.06M
3 +$4.75M
4
AAPL icon
Apple
AAPL
+$4.72M
5
XYL icon
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
BSX icon
101
Boston Scientific
BSX
$109B
$6.32M 0.3%
66,281
-5,043
NUE icon
102
Nucor
NUE
$40.5B
$6.26M 0.3%
38,408
-399
R icon
103
Ryder
R
$8.44B
$6.14M 0.3%
32,103
+897
NJR icon
104
New Jersey Resources
NJR
$5.52B
$6.13M 0.29%
132,947
+5,208
MCD icon
105
McDonald's
MCD
$235B
$5.96M 0.29%
19,495
-3,527
GWW icon
106
W.W. Grainger
GWW
$54.2B
$5.81M 0.28%
5,760
-311
ROP icon
107
Roper Technologies
ROP
$36.8B
$5.81M 0.28%
13,046
-3,146
PLD icon
108
Prologis
PLD
$131B
$5.8M 0.28%
45,412
-2,999
SRE icon
109
Sempra
SRE
$62.1B
$5.79M 0.28%
65,619
-4,058
PPG icon
110
PPG Industries
PPG
$26.4B
$5.62M 0.27%
54,871
+1,339
JBHT icon
111
JB Hunt Transport Services
JBHT
$21.8B
$5.55M 0.27%
28,541
-3,613
RTX icon
112
RTX Corp
RTX
$277B
$5.52M 0.27%
30,091
+20,911
CB icon
113
Chubb
CB
$132B
$5.43M 0.26%
17,405
+34
BDX icon
114
Becton Dickinson
BDX
$49.6B
$5.4M 0.26%
27,815
-1,213
SNPS icon
115
Synopsys
SNPS
$82.2B
$5.37M 0.26%
11,426
-1,160
PWR icon
116
Quanta Services
PWR
$84.5B
$5.34M 0.26%
12,656
-3,267
DCI icon
117
Donaldson
DCI
$10.8B
$5.32M 0.26%
59,957
-690
AIZ icon
118
Assurant
AIZ
$11.6B
$5.24M 0.25%
21,754
+614
LIN icon
119
Linde
LIN
$233B
$5.17M 0.25%
12,121
-6,280
EXPD icon
120
Expeditors International
EXPD
$19.6B
$5.15M 0.25%
34,564
+1,289
RGLD icon
121
Royal Gold
RGLD
$23.6B
$5.11M 0.25%
22,981
-2,299
ZTS icon
122
Zoetis
ZTS
$53.7B
$5.07M 0.24%
40,275
+6,532
LECO icon
123
Lincoln Electric
LECO
$15.4B
$5.03M 0.24%
21,004
-308
BMI icon
124
Badger Meter
BMI
$4.34B
$5.03M 0.24%
28,818
+11,896
CLX icon
125
Clorox
CLX
$14.8B
$5.01M 0.24%
49,705
+1,894