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 | |
|---|---|---|---|---|---|---|
151
Royal Gold
RGLD
$16B
| $3.94M | 0.2% |
22,168
-4,442
|
|
||
152
GE Vernova
GEV
$151B
| $3.93M | 0.19% |
7,423
-4,713
|
|
||
153
Assurant
AIZ
$11.4B
| $3.88M | 0.19% |
19,649
-425
|
|
||
154
Expeditors International
EXPD
$18.6B
| $3.87M | 0.19% |
33,898
+1,095
|
|
||
155
CSX Corp
CSX
$65B
| $3.86M | 0.19% |
118,266
-22,795
|
|
||
156
HCA Healthcare
HCA
$108B
| $3.71M | 0.18% |
9,697
+5,254
|
|
||
157
Honeywell
HON
$127B
| $3.71M | 0.18% |
15,928
-6,250
|
|
||
158
Amgen
AMGN
$181B
| $3.62M | 0.18% |
12,949
-6,638
|
|
||
159
KLA
KLAC
$153B
| $3.49M | 0.17% |
3,895
-1,571
|
|
||
160
Jack Henry & Associates
JKHY
$12B
| $3.41M | 0.17% |
18,945
-843
|
|
||
161
Mine Safety
MSA
$6.24B
| $3.21M | 0.16% |
19,155
-701
|
|
||
162
H.B. Fuller
FUL
$3.17B
| $3.2M | 0.16% |
53,238
-1,096
|
|
||
163
Constellation Energy
CEG
$105B
| $3.15M | 0.16% |
9,775
-1,403
|
|
||
164
Fortinet
FTNT
$60.3B
| $3.1M | 0.15% |
29,361
-7,485
|
|
||
165
Comcast
CMCSA
$102B
| $3.07M | 0.15% |
86,149
-43,955
|
|
||
166
Pfizer
PFE
$147B
| $3.05M | 0.15% |
125,866
-67,973
|
|
||
167
AptarGroup
ATR
$7.89B
| $3.04M | 0.15% |
19,407
-501
|
|
||
168
CME Group
CME
$102B
| $3.01M | 0.15% |
10,907
-3,948
|
|
||
169
Carlisle Companies
CSL
$13.2B
| $3M | 0.15% |
8,042
-1,200
|
|
||
170
Arm
ARM
$149B
| $3M | 0.15% |
18,544
-656
|
|
||
171
Monolithic Power Systems
MPWR
$44.3B
| $2.99M | 0.15% |
4,088
-980
|
|
||
172
Church & Dwight Co
CHD
$20.4B
| $2.96M | 0.15% |
30,821
-2,214
|
|
||
173
Nasdaq
NDAQ
$49.9B
| $2.95M | 0.15% |
32,964
-3,405
|
|
||
174
DTE Energy
DTE
$28.6B
| $2.94M | 0.15% |
22,165
-4,250
|
|
||
175
Oracle
ORCL
$620B
| $2.93M | 0.15% |
13,407
-20,356
|
|