MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.08B
1-Year Est. Return
19.4%
This Fund
S&P 500
1 Year Est. Return
+19.4%
AUM
$2.1B
AUM Growth
+$85.3M
(+4.2%)
Holding
580
Top Buys
| 1 | +$3.47M | |
| 2 | +$3.16M | |
| 3 | +$3.01M | |
| 4 |
Johnson Controls International
JCI
|
+$2.85M |
| 5 |
FedEx
FDX
|
+$2.69M |
Top Sells
| 1 | +$3.86M | |
| 2 | +$3.71M | |
| 3 | +$3.07M | |
| 4 |
McKesson
MCK
|
+$2.64M |
| 5 |
Altria Group
MO
|
+$2.64M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$411B
| $6.28M | 0.3% |
22,332
+8,925
|
|
||
102
Sempra
SRE
$62.4B
| $6.27M | 0.3% |
69,677
-1,064
|
|
||
103
Synopsys
SNPS
$77B
| $6.21M | 0.3% |
12,586
+263
|
|
||
104
New Jersey Resources
NJR
$5.51B
| $6.15M | 0.29% |
127,739
-2,328
|
|
||
105
Intuitive Surgical
ISRG
$166B
| $6.07M | 0.29% |
13,581
-237
|
|
||
106
Cardinal Health
CAH
$48.9B
| $5.92M | 0.28% |
37,723
+3,073
|
|
||
107
Clorox
CLX
$12.4B
| $5.9M | 0.28% |
47,811
-2,496
|
|
||
108
Ryder
R
$7.84B
| $5.89M | 0.28% |
31,206
-1,625
|
|
||
109
Vertiv
VRT
$96.6B
| $5.87M | 0.28% |
38,942
-2,411
|
|
||
110
W.W. Grainger
GWW
$50.4B
| $5.79M | 0.28% |
6,071
-219
|
|
||
111
Wells Fargo
WFC
$243B
| $5.79M | 0.28% |
69,020
+42,852
|
|
||
112
PPG Industries
PPG
$23.6B
| $5.63M | 0.27% |
53,532
+539
|
|
||
113
Prologis
PLD
$121B
| $5.54M | 0.26% |
48,411
-1,399
|
|
||
114
Vulcan Materials
VMC
$34.8B
| $5.49M | 0.26% |
17,833
-465
|
|
||
115
Tradeweb Markets
TW
$25B
| $5.45M | 0.26% |
49,136
-980
|
|
||
116
Becton Dickinson
BDX
$44.8B
| $5.43M | 0.26% |
29,028
-210
|
|
||
117
Merck
MRK
$294B
| $5.34M | 0.25% |
63,599
-735
|
|
||
118
Nucor
NUE
$37.8B
| $5.26M | 0.25% |
38,807
-3,154
|
|
||
119
Insulet
PODD
$15.4B
| $5.22M | 0.25% |
16,893
-380
|
|
||
120
Royal Gold
RGLD
$19.6B
| $5.07M | 0.24% |
25,280
+3,112
|
|
||
121
Lincoln Electric
LECO
$13.8B
| $5.03M | 0.24% |
21,312
-1,069
|
|
||
122
Lam Research
LRCX
$264B
| $5M | 0.24% |
37,308
-7,545
|
|
||
123
Donaldson
DCI
$9.81B
| $4.96M | 0.24% |
60,647
-264
|
|
||
124
Arista Networks
ANET
$154B
| $4.96M | 0.24% |
34,059
-10,996
|
|
||
125
Zoetis
ZTS
$49.2B
| $4.94M | 0.24% |
33,743
-853
|
|