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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
+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
VMC icon
151
Vulcan Materials
VMC
$36.4B
$3.59M 0.18%
13,195
-3,400
-20% -$1M
HON icon
152
Honeywell
HON
$71.7B
$3.58M 0.18%
15,827
-1,048
-6% -$239K
DHR icon
153
Danaher
DHR
$142B
$3.57M 0.18%
18,848
-1,113
-6% -$237K
ROST icon
154
Ross Stores
ROST
$75.6B
$3.54M 0.18%
16,326
-603
-4% -$120K
CRWD icon
155
CrowdStrike
CRWD
$202B
$3.52M 0.18%
36,016
+4,972
+16% +$527K
WST icon
156
West Pharmaceutical
WST
$24.9B
$3.51M 0.18%
14,001
+3,006
+27% +$748K
DTE icon
157
DTE Energy
DTE
$30.4B
$3.5M 0.17%
23,936
-2,319
-9% -$326K
PFE icon
158
Pfizer
PFE
$141B
$3.47M 0.17%
123,632
-1,901
-2% -$50.6K
DOV icon
159
Dover
DOV
$28.2B
$3.46M 0.17%
16,592
-2,606
-14% -$557K
RMBS icon
160
Rambus
RMBS
$10.9B
$3.41M 0.17%
39,661
+37,161
+1,486% +$3.71M
SSNC icon
161
SS&C Technologies
SSNC
$16.7B
$3.39M 0.17%
50,126
-1,786
-3% -$137K
LECO icon
162
Lincoln Electric
LECO
$13.4B
$3.33M 0.17%
13,378
-7,626
-36% -$2.04M
NDSN icon
163
Nordson
NDSN
$15.9B
$3.29M 0.16%
12,361
+9,509
+333% +$2.62M
KLAC icon
164
KLA
KLAC
$271B
$3.26M 0.16%
22,150
-12,710
-36% -$1.86M
UNP icon
165
Union Pacific
UNP
$176B
$3.26M 0.16%
13,426
-5,786
-30% -$1.42M
VLO icon
166
Valero Energy
VLO
$93B
$3.25M 0.16%
13,151
-1,601
-11% -$330K
EW icon
167
Edwards Lifesciences
EW
$48.9B
$3.24M 0.16%
40,429
+35,363
+698% +$2.92M
PODD icon
168
Insulet
PODD
$11.6B
$3.21M 0.16%
15,312
-384
-2% -$96.5K
AIZ icon
169
Assurant
AIZ
$13.6B
$3.18M 0.16%
14,601
-7,153
-33% -$1.63M
SNDK
170
Sandisk
SNDK
$206B
$3.18M 0.16%
+5,002
New +$2.83M
VICI icon
171
VICI Properties
VICI
$29.6B
$3.16M 0.16%
115,638
+9,385
+9% +$269K
NUE icon
172
Nucor
NUE
$52.5B
$3.15M 0.16%
18,620
-19,788
-52% -$3.45M
WDC icon
173
Western Digital
WDC
$168B
$3.12M 0.16%
+11,518
New +$3.01M
ORCL icon
174
Oracle
ORCL
$350B
$3.06M 0.15%
20,825
-940
-4% -$153K
MSA icon
175
Mine Safety
MSA
$6.61B
$2.94M 0.15%
17,938
-1,359
-7% -$248K
5 6
7
8 9

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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.