MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.02B
1-Year Est. Return
18.87%
1 Year Est. Return
+18.87%
AUM
$2.48B
AUM Growth
-$147M
(-5.6%)
Holding
694
Top Buys
| 1 | +$19.4M | |
| 2 | +$13.8M | |
| 3 | +$11.6M | |
| 4 |
Essential Utilities
WTRG
|
+$10.7M |
| 5 |
National Fuel Gas
NFG
|
+$10.1M |
Top Sells
| 1 | +$16M | |
| 2 | +$7.47M | |
| 3 | +$7.06M | |
| 4 |
Polaris
PII
|
+$6.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Nike
NKE
$90.3B
| $7.13M | 0.29% |
112,361
+31,848
|
|
||
102
Cencora
COR
$69.9B
| $6.86M | 0.28% |
24,683
+19,438
|
|
||
103
New Jersey Resources
NJR
$4.59B
| $6.83M | 0.28% |
+139,309
|
|
||
104
Ametek
AME
$45.2B
| $6.8M | 0.27% |
39,501
-1,497
|
|
||
105
W.W. Grainger
GWW
$45.4B
| $6.75M | 0.27% |
6,836
+1,605
|
|
||
106
Zoetis
ZTS
$53B
| $6.62M | 0.27% |
40,228
+1,047
|
|
||
107
T-Mobile US
TMUS
$232B
| $6.5M | 0.26% |
24,381
-1,734
|
|
||
108
Altria Group
MO
$97.4B
| $6.48M | 0.26% |
107,952
+567
|
|
||
109
C.H. Robinson
CHRW
$17.7B
| $6.47M | 0.26% |
63,175
-44,369
|
|
||
110
Quanta Services
PWR
$66.4B
| $6.45M | 0.26% |
25,372
-1,254
|
|
||
111
Palantir
PLTR
$424B
| $6.31M | 0.25% |
74,813
-3,975
|
|
||
112
Synopsys
SNPS
$73.1B
| $6.25M | 0.25% |
14,564
-638
|
|
||
113
Vertex Pharmaceuticals
VRTX
$104B
| $6.13M | 0.25% |
12,646
-617
|
|
||
114
Chubb
CB
$113B
| $6.11M | 0.25% |
20,224
-6,509
|
|
||
115
Amgen
AMGN
$172B
| $6.1M | 0.25% |
19,587
-288
|
|
||
116
Accenture
ACN
$152B
| $6.09M | 0.25% |
19,529
+174
|
|
||
117
Waste Management
WM
$81.3B
| $6.06M | 0.24% |
26,155
-6,049
|
|
||
118
Danaher
DHR
$148B
| $5.98M | 0.24% |
29,167
-1,142
|
|
||
119
PPG Industries
PPG
$21.6B
| $5.96M | 0.24% |
54,506
+4,259
|
|
||
120
Uber
UBER
$191B
| $5.92M | 0.24% |
81,287
+5,172
|
|
||
121
Becton Dickinson
BDX
$51B
| $5.9M | 0.24% |
25,777
-1,428
|
|
||
122
Cardinal Health
CAH
$48.4B
| $5.9M | 0.24% |
42,820
-22,987
|
|
||
123
Robert Half
RHI
$2.67B
| $5.87M | 0.24% |
+107,656
|
|
||
124
Sempra
SRE
$61.2B
| $5.81M | 0.23% |
81,455
-2,055
|
|
||
125
Xylem
XYL
$36.8B
| $5.71M | 0.23% |
47,785
-925
|
|