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 | |
|---|---|---|---|---|---|---|
126
American States Water
AWR
$2.9B
| $5.49M | 0.22% |
+69,732
|
|
||
127
Walt Disney
DIS
$199B
| $5.4M | 0.22% |
54,741
-1,404
|
|
||
128
McKesson
MCK
$105B
| $5.24M | 0.21% |
7,785
-389
|
|
||
129
Nucor
NUE
$33.1B
| $5.11M | 0.21% |
42,483
+17,762
|
|
||
130
SS&C Technologies
SSNC
$20.6B
| $5.01M | 0.2% |
59,940
+15,083
|
|
||
131
Insulet
PODD
$22.5B
| $4.96M | 0.2% |
18,901
-896
|
|
||
132
ConocoPhillips
COP
$107B
| $4.91M | 0.2% |
46,800
-847
|
|
||
133
Pfizer
PFE
$139B
| $4.91M | 0.2% |
193,839
-216
|
|
||
134
Mercado Libre
MELI
$107B
| $4.89M | 0.2% |
2,509
-93
|
|
||
135
California Water Service
CWT
$2.78B
| $4.89M | 0.2% |
100,842
+21,303
|
|
||
136
Vulcan Materials
VMC
$38B
| $4.87M | 0.2% |
20,892
-871
|
|
||
|
SW
137
Smurfit Westrock
SW
$18.7B
| $4.87M | 0.2% |
107,982
-5,135
|
|
||
138
Salesforce
CRM
$228B
| $4.86M | 0.2% |
18,111
+59
|
|
||
139
Comcast
CMCSA
$99.7B
| $4.8M | 0.19% |
130,104
-2,545
|
|
||
140
Ryder
R
$6.84B
| $4.72M | 0.19% |
+32,831
|
|
||
141
Oracle
ORCL
$682B
| $4.72M | 0.19% |
33,763
-622
|
|
||
142
ABM Industries
ABM
$2.57B
| $4.71M | 0.19% |
99,497
-22,638
|
|
||
143
Honeywell
HON
$123B
| $4.7M | 0.19% |
22,178
-354
|
|
||
144
Wells Fargo
WFC
$270B
| $4.63M | 0.19% |
64,529
-48,997
|
|
||
145
Carrier Global
CARR
$48.4B
| $4.63M | 0.19% |
73,052
-3,474
|
|
||
146
Northrop Grumman
NOC
$81.2B
| $4.36M | 0.18% |
8,524
-325
|
|
||
147
Toro Company
TTC
$7.12B
| $4.35M | 0.18% |
59,819
+1,496
|
|
||
148
Royal Gold
RGLD
$14.8B
| $4.35M | 0.18% |
26,610
+24,992
|
|
||
149
TSMC
TSM
$1.49T
| $4.29M | 0.17% |
25,818
-1,293
|
|
||
150
Progressive
PGR
$127B
| $4.26M | 0.17% |
15,047
-899
|
|