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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
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
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
CB icon
126
Chubb
CB
$134B
$4.9M 0.23%
17,371
+999
+6% +$275K
SSNC icon
127
SS&C Technologies
SSNC
$18.6B
$4.74M 0.23%
53,426
-1,234
-2% -$107K
WM icon
128
Waste Management
WM
$90.7B
$4.69M 0.22%
21,249
+532
+3% +$120K
PYPL icon
129
PayPal
PYPL
$49.9B
$4.59M 0.22%
68,517
+1,334
+2% +$94K
GD icon
130
General Dynamics
GD
$106B
$4.59M 0.22%
13,470
+7,683
+133% +$2.42M
AIZ icon
131
Assurant
AIZ
$13.9B
$4.58M 0.22%
21,140
+1,491
+8% +$303K
TTC icon
132
Toro Company
TTC
$9.28B
$4.54M 0.22%
59,572
-2,083
-3% -$160K
JCI icon
133
Johnson Controls International
JCI
$93.2B
$4.54M 0.22%
41,283
+26,705
+183% +$2.85M
ABM icon
134
ABM Industries
ABM
$2.81B
$4.52M 0.22%
98,030
+1,088
+1% +$51.6K
MELI icon
135
Mercado Libre
MELI
$95.9B
$4.42M 0.21%
1,890
+4
+0.2% +$9.6K
TMUS icon
136
T-Mobile US
TMUS
$191B
$4.35M 0.21%
18,171
-233
-1% -$56.4K
AWR icon
137
American States Water
AWR
$3.47B
$4.34M 0.21%
59,240
+2,219
+4% +$165K
COST icon
138
Costco
COST
$420B
$4.34M 0.21%
4,691
-460
-9% -$441K
JBHT icon
139
JB Hunt Transport Services
JBHT
$25.5B
$4.31M 0.21%
32,154
+2,011
+7% +$289K
XYL icon
140
Xylem
XYL
$28.2B
$4.29M 0.2%
29,055
-12,562
-30% -$1.74M
ALB icon
141
Albemarle
ALB
$15.2B
$4.25M 0.2%
52,382
-15,296
-23% -$1.18M
DHR icon
142
Danaher
DHR
$144B
$4.24M 0.2%
21,399
+102
+0.5% +$20.3K
CWT icon
143
California Water Service
CWT
$3.08B
$4.23M 0.2%
92,071
+2,040
+2% +$93.9K
KEYS icon
144
Keysight
KEYS
$60.2B
$4.21M 0.2%
24,092
-575
-2% -$95.8K
COR icon
145
Cencora
COR
$61.4B
$4.21M 0.2%
13,456
-6,641
-33% -$1.95M
HCA icon
146
HCA Healthcare
HCA
$88.5B
$4.11M 0.2%
9,640
-57
-0.6% -$22.1K
SW
147
Smurfit Westrock
SW
$25.4B
$4.1M 0.2%
96,292
-2,359
-2% -$107K
EXPD icon
148
Expeditors International
EXPD
$23.4B
$4.08M 0.19%
33,275
-623
-2% -$74.1K
RHI icon
149
Robert Half
RHI
$4.19B
$4.08M 0.19%
119,968
-1,650
-1% -$61.9K
KLAC icon
150
KLA
KLAC
$269B
$4.07M 0.19%
37,760
-1,190
-3% -$111K
4 5
6
7 8

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.