MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$2.02B
AUM Growth
-$467M
(-19%)
Holding
673
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.33M | |
| 3 | +$2.24M | |
| 4 |
Healthpeak Properties
DOC
|
+$2.17M |
| 5 |
Aptiv
APTV
|
+$2.14M |
Top Sells
| 1 | +$48.5M | |
| 2 | +$44.4M | |
| 3 | +$36.3M | |
| 4 |
Amazon
AMZN
|
+$24.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Clorox
CLX
$13.4B
| $6.04M | 0.3% |
50,307
-1,827
|
|
||
102
PPG Industries
PPG
$24.7B
| $6.03M | 0.3% |
52,993
-1,513
|
|
||
103
Cencora
COR
$68.8B
| $6.03M | 0.3% |
20,097
-4,586
|
|
||
104
GE Aerospace
GE
$343B
| $5.87M | 0.29% |
22,803
-13,644
|
|
||
105
New Jersey Resources
NJR
$4.85B
| $5.83M | 0.29% |
130,067
-9,242
|
|
||
106
TSMC
TSM
$1.78T
| $5.83M | 0.29% |
25,730
-88
|
|
||
107
Cardinal Health
CAH
$50.5B
| $5.82M | 0.29% |
34,650
-8,170
|
|
||
108
McDonald's
MCD
$219B
| $5.72M | 0.28% |
19,579
-7,436
|
|
||
109
Bank of America
BAC
$382B
| $5.61M | 0.28% |
118,498
-77,279
|
|
||
|
110
Aptiv
APTV
$17B
| $5.49M | 0.27% |
80,454
+31,433
|
|
||
111
Nucor
NUE
$39.9B
| $5.44M | 0.27% |
41,961
-522
|
|
||
112
Insulet
PODD
$20.2B
| $5.43M | 0.27% |
17,273
-1,628
|
|
||
113
Zoetis
ZTS
$54.9B
| $5.4M | 0.27% |
34,596
-5,632
|
|
||
114
Xylem
XYL
$35.6B
| $5.38M | 0.27% |
41,617
-6,168
|
|
||
115
Sempra
SRE
$60.4B
| $5.36M | 0.27% |
70,741
-10,714
|
|
||
116
Vertiv
VRT
$67.6B
| $5.31M | 0.26% |
41,353
-6,155
|
|
||
117
Prologis
PLD
$124B
| $5.24M | 0.26% |
49,810
-20,223
|
|
||
118
Ryder
R
$7.7B
| $5.22M | 0.26% |
32,831
|
|
||
119
Costco
COST
$428B
| $5.1M | 0.25% |
5,151
-5,296
|
|
||
120
Mastercard
MA
$484B
| $5.1M | 0.25% |
9,069
-5,715
|
|
||
121
Merck
MRK
$270B
| $5.09M | 0.25% |
64,334
-31,267
|
|
||
122
Becton Dickinson
BDX
$59B
| $5.04M | 0.25% |
29,238
+3,461
|
|
||
123
PayPal
PYPL
$53.2B
| $4.99M | 0.25% |
67,183
+9,427
|
|
||
124
Robert Half
RHI
$2.87B
| $4.99M | 0.25% |
121,618
+13,962
|
|
||
125
Mercado Libre
MELI
$105B
| $4.93M | 0.24% |
1,886
-623
|
|