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 | |
|---|---|---|---|---|---|---|
126
Altria Group
MO
$97B
| $4.88M | 0.24% |
83,232
-24,720
|
|
||
127
Vulcan Materials
VMC
$37.5B
| $4.77M | 0.24% |
18,298
-2,594
|
|
||
128
Chubb
CB
$117B
| $4.74M | 0.24% |
16,372
-3,852
|
|
||
129
Waste Management
WM
$82.4B
| $4.74M | 0.24% |
20,717
-5,438
|
|
||
130
Lincoln Electric
LECO
$12.5B
| $4.64M | 0.23% |
22,381
+540
|
|
||
131
Arista Networks
ANET
$164B
| $4.61M | 0.23% |
45,055
-9,293
|
|
||
132
ABM Industries
ABM
$2.6B
| $4.58M | 0.23% |
96,942
-2,555
|
|
||
133
SS&C Technologies
SSNC
$20.7B
| $4.53M | 0.22% |
54,660
-5,280
|
|
||
134
Carrier Global
CARR
$46.5B
| $4.49M | 0.22% |
61,397
-11,655
|
|
||
135
McKesson
MCK
$104B
| $4.4M | 0.22% |
6,006
-1,779
|
|
||
136
T-Mobile US
TMUS
$240B
| $4.38M | 0.22% |
18,404
-5,977
|
|
||
137
American States Water
AWR
$2.91B
| $4.37M | 0.22% |
57,021
-12,711
|
|
||
138
Lam Research
LRCX
$193B
| $4.37M | 0.22% |
44,853
+19,340
|
|
||
139
Toro Company
TTC
$7.01B
| $4.36M | 0.22% |
61,655
+1,836
|
|
||
140
JB Hunt Transport Services
JBHT
$15.8B
| $4.33M | 0.21% |
30,143
+14,315
|
|
||
141
Lockheed Martin
LMT
$105B
| $4.3M | 0.21% |
9,275
+920
|
|
||
142
Vertex Pharmaceuticals
VRTX
$110B
| $4.29M | 0.21% |
9,633
-3,013
|
|
||
|
SW
143
Smurfit Westrock
SW
$18.3B
| $4.26M | 0.21% |
98,651
-9,331
|
|
||
144
Albemarle
ALB
$13.5B
| $4.24M | 0.21% |
67,678
+11,284
|
|
||
145
Donaldson
DCI
$10B
| $4.22M | 0.21% |
60,911
+903
|
|
||
146
Danaher
DHR
$156B
| $4.21M | 0.21% |
21,297
-7,870
|
|
||
147
CrowdStrike
CRWD
$133B
| $4.16M | 0.21% |
8,170
-3,708
|
|
||
148
Walt Disney
DIS
$193B
| $4.12M | 0.2% |
33,262
-21,479
|
|
||
149
California Water Service
CWT
$2.73B
| $4.09M | 0.2% |
90,031
-10,811
|
|
||
150
Keysight
KEYS
$30.7B
| $4.04M | 0.2% |
24,667
-3,074
|
|