We are live on ! Find out more
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
BDX icon
126
Becton Dickinson
BDX
$43.1B
$4.82M 0.24%
30,686
+2,871
+10% +$527K
FDX icon
127
FedEx
FDX
$74.5B
$4.79M 0.24%
13,459
-2,566
-16% -$891K
AEIS icon
128
Advanced Energy
AEIS
$12.2B
$4.79M 0.24%
+14,853
New +$4.3M
NOW icon
129
ServiceNow
NOW
$102B
$4.79M 0.24%
45,809
-13,957
-23% -$1.64M
JBHT icon
130
JB Hunt Transport Services
JBHT
$27.1B
$4.71M 0.24%
22,222
-6,319
-22% -$1.35M
COST icon
131
Costco
COST
$415B
$4.7M 0.23%
4,713
-2,976
-39% -$2.9M
WM icon
132
Waste Management
WM
$95.9B
$4.47M 0.22%
19,466
-2,117
-10% -$486K
CB icon
133
Chubb
CB
$140B
$4.32M 0.22%
13,257
-4,148
-24% -$1.33M
AMGN icon
134
Amgen
AMGN
$203B
$4.28M 0.21%
12,155
-137
-1% -$48.8K
ESI icon
135
Element Solutions
ESI
$9.12B
$4.11M 0.21%
120,516
+48,935
+68% +$1.53M
ZTS icon
136
Zoetis
ZTS
$31.6B
$4.01M 0.2%
33,898
-6,377
-16% -$789K
CSX icon
137
CSX Corp
CSX
$98.6B
$4M 0.2%
97,508
-13,630
-12% -$534K
VRTX icon
138
Vertex Pharmaceuticals
VRTX
$121B
$3.99M 0.2%
8,940
-281
-3% -$131K
ATR icon
139
AptarGroup
ATR
$8.45B
$3.96M 0.2%
31,452
+11,512
+58% +$1.5M
BSX icon
140
Boston Scientific
BSX
$65.8B
$3.96M 0.2%
63,152
-3,129
-5% -$250K
ANET icon
141
Arista Networks
ANET
$219B
$3.95M 0.2%
32,158
-3,369
-9% -$451K
COP icon
142
ConocoPhillips
COP
$147B
$3.91M 0.2%
29,599
-587
-2% -$65K
FUL icon
143
H.B. Fuller
FUL
$3B
$3.9M 0.19%
63,248
+9,136
+17% +$560K
NEM icon
144
Newmont
NEM
$98.2B
$3.84M 0.19%
35,462
-10,515
-23% -$1.21M
CSL icon
145
Carlisle Companies
CSL
$13.6B
$3.8M 0.19%
11,384
+3,494
+44% +$1.27M
BMY icon
146
Bristol-Myers Squibb
BMY
$127B
$3.73M 0.19%
61,430
-9,581
-13% -$559K
CHD icon
147
Church & Dwight Co
CHD
$23.1B
$3.72M 0.19%
39,892
+9,100
+30% +$875K
TMUS icon
148
T-Mobile US
TMUS
$193B
$3.71M 0.19%
17,680
-264
-1% -$54.2K
P
149
Everpure Inc
P
$24.8B
$3.71M 0.19%
62,841
+14,717
+31% +$997K
HCA icon
150
HCA Healthcare
HCA
$84.8B
$3.61M 0.18%
7,625
-602
-7% -$303K
4 5
6
7 8

Similar funds

LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.01B AUM 22.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
C
Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
BGM
Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

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.