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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
+1.62%
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
$2B
AUM Growth
-$76.8M
Cap. Flow
-$55.1M
Cap. Flow %
-2.75%
Top 10 Hldgs %
22.26%
Holding
583
New
37
Increased
213
Reduced
292
Closed
35

Top Buys

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$14.8M
2
PII icon
Polaris
PII
+$9.11M
3
AVA icon
Avista
AVA
+$8.33M
4
WLK icon
Westlake Corp
WLK
+$7.71M
5
CLX icon
Clorox
CLX
+$6.65M

Top Sells

Rank Stock Value
1
UGI icon
UGI
UGI
+$16.2M
2
CVX icon
Chevron
CVX
+$13.2M
3
BEN icon
Franklin Resources
BEN
+$8.68M
4
ABBV icon
AbbVie
ABBV
+$7.72M
5
ABT icon
Abbott
ABT
+$7.28M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Industrials 12.76%
3 Financials 10.7%
4 Consumer Staples 10.23%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
101
Eaton
ETN
$155B
$6.06M 0.3%
16,950
-7,337
-30% -$2.61M
MCD icon
102
McDonald's
MCD
$190B
$6.05M 0.3%
19,482
-13
-0.1% -$4.14K
BMI icon
103
Badger Meter
BMI
$4.36B
$5.99M 0.3%
39,285
+10,467
+36% +$1.64M
IBM icon
104
IBM
IBM
$200B
$5.85M 0.29%
24,146
+1,029
+4% +$278K
MCHP icon
105
Microchip Technology
MCHP
$44B
$5.84M 0.29%
90,438
-61,816
-41% -$4.45M
PLD icon
106
Prologis
PLD
$140B
$5.8M 0.29%
43,880
-1,532
-3% -$205K
WFC icon
107
Wells Fargo
WFC
$265B
$5.71M 0.29%
71,785
+44,905
+167% +$3.86M
EMR icon
108
Emerson Electric
EMR
$78.2B
$5.64M 0.28%
43,076
-6,663
-13% -$958K
MU icon
109
Micron Technology
MU
$959B
$5.56M 0.28%
16,450
-6,742
-29% -$2.64M
ISRG icon
110
Intuitive Surgical
ISRG
$122B
$5.54M 0.28%
12,027
-481
-4% -$243K
ABM icon
111
ABM Industries
ABM
$2.79B
$5.49M 0.27%
142,415
+42,783
+43% +$1.85M
PWR icon
112
Quanta Services
PWR
$94.3B
$5.45M 0.27%
9,919
-2,737
-22% -$1.41M
HEI.A icon
113
HEICO Corp Class A
HEI.A
$34.9B
$5.43M 0.27%
25,747
-788
-3% -$194K
MKC icon
114
McCormick & Company Non-Voting
MKC
$13.9B
$5.35M 0.27%
106,022
+11,759
+12% +$749K
VRT icon
115
Vertiv
VRT
$111B
$5.32M 0.27%
21,224
-7,313
-26% -$1.62M
NET icon
116
Cloudflare
NET
$98.6B
$5.3M 0.26%
+25,685
New +$4.9M
COR icon
117
Cencora
COR
$59.9B
$5.19M 0.26%
16,529
+3,750
+29% +$1.31M
TW icon
118
Tradeweb Markets
TW
$21.3B
$5.19M 0.26%
44,104
-1,710
-4% -$196K
DE icon
119
Deere & Co
DE
$161B
$5.18M 0.26%
9,195
+3,240
+54% +$1.83M
TTC icon
120
Toro Company
TTC
$8.99B
$5.13M 0.26%
54,948
-6,207
-10% -$585K
THG icon
121
Hanover Insurance
THG
$7.46B
$5.13M 0.26%
+29,598
New +$5.15M
UTHR icon
122
United Therapeutics
UTHR
$22.7B
$5.07M 0.25%
8,556
+2,965
+53% +$1.48M
R icon
123
Ryder
R
$10.5B
$4.95M 0.25%
24,184
-7,919
-25% -$1.6M
RPM icon
124
RPM International
RPM
$13.4B
$4.92M 0.25%
49,534
+44,041
+802% +$4.76M
MO icon
125
Altria Group
MO
$124B
$4.91M 0.25%
74,392
+32,144
+76% +$2.07M
3 4
5
6 7

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Meiji Yasuda Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meiji Yasuda Asset Management held 583 positions worth $2B, down 3.7% from $2.08B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Meiji Yasuda Asset Management's Q1 2026 filing shows 37 new, 213 increased, 292 reduced and 35 closed positions. Its largest new stake was Polaris: 145,416 shares worth $7.93M. The largest sale was UGI, an estimated $16.2M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Industrials and Financials.

  • Meiji Yasuda Asset Management's largest Q1 2026 buy was Polaris: 145,416 shares worth $7.93M.
  • Meiji Yasuda Asset Management added most to Robert Half in Q1 2026, an estimated $14.8M increase.
  • Meiji Yasuda Asset Management's biggest Q1 2026 reduction was Chevron, cutting an estimated $13.2M.
  • Meiji Yasuda Asset Management fully exited UGI in Q1 2026, selling an estimated $16.2M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 22% of its $2B portfolio in Q1 2026.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 35 in Q1 2026.
  • Meiji Yasuda Asset Management's portfolio value fell 3.7% quarter-over-quarter to $2B.

Based on Meiji Yasuda Asset Management's 13F filing for Q1 2026, filed 14 May 2026.