MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.8M
3
+$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1
+$16M
2
+$7.47M
3
+$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
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
ANET icon
151
Arista Networks
ANET
$170B
$4.21M 0.17%
54,348
+615
AIZ icon
152
Assurant
AIZ
$11.2B
$4.21M 0.17%
20,074
+18,430
HIG icon
153
Hartford Financial Services
HIG
$36.1B
$4.19M 0.17%
33,877
+19,320
CRWD icon
154
CrowdStrike
CRWD
$135B
$4.19M 0.17%
11,878
-938
KEYS icon
155
Keysight
KEYS
$31.1B
$4.15M 0.17%
27,741
-1,085
CSX icon
156
CSX Corp
CSX
$65.8B
$4.15M 0.17%
141,061
+113,872
LECO icon
157
Lincoln Electric
LECO
$12.5B
$4.13M 0.17%
21,841
+3,658
ALB icon
158
Albemarle
ALB
$11.4B
$4.06M 0.16%
56,394
+18,022
DCI icon
159
Donaldson
DCI
$10.1B
$4.02M 0.16%
60,008
-11,426
EXPD icon
160
Expeditors International
EXPD
$18.4B
$3.94M 0.16%
32,803
-843
SBUX icon
161
Starbucks
SBUX
$97.3B
$3.94M 0.16%
40,187
-88
CME icon
162
CME Group
CME
$99.7B
$3.94M 0.16%
14,855
-11,567
T icon
163
AT&T
T
$176B
$3.8M 0.15%
134,481
-2,159
ADBE icon
164
Adobe
ADBE
$137B
$3.77M 0.15%
9,842
-37
PYPL icon
165
PayPal
PYPL
$62B
$3.77M 0.15%
57,756
+15,031
LMT icon
166
Lockheed Martin
LMT
$106B
$3.73M 0.15%
8,355
-87
CTAS icon
167
Cintas
CTAS
$74.4B
$3.72M 0.15%
18,120
-6,052
KLAC icon
168
KLA
KLAC
$157B
$3.72M 0.15%
5,466
+205
GEV icon
169
GE Vernova
GEV
$156B
$3.7M 0.15%
12,136
-556
DTE icon
170
DTE Energy
DTE
$28.4B
$3.65M 0.15%
26,415
-866
CHD icon
171
Church & Dwight Co
CHD
$20.9B
$3.64M 0.15%
33,035
-6,428
JKHY icon
172
Jack Henry & Associates
JKHY
$11.7B
$3.61M 0.15%
19,788
-5,450
GS icon
173
Goldman Sachs
GS
$236B
$3.61M 0.15%
6,605
+90
FTNT icon
174
Fortinet
FTNT
$62.7B
$3.55M 0.14%
36,846
-3,736
SHW icon
175
Sherwin-Williams
SHW
$84.3B
$3.46M 0.14%
9,899
-7,992
5 6
7
8 9