MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.08B
1-Year Est. Return
19.4%
This Fund
S&P 500
1 Year Est. Return
+19.4%
AUM
$2.1B
AUM Growth
+$85.3M
(+4.2%)
Holding
580
Top Buys
| 1 | +$3.47M | |
| 2 | +$3.16M | |
| 3 | +$3.01M | |
| 4 |
Johnson Controls International
JCI
|
+$2.85M |
| 5 |
FedEx
FDX
|
+$2.69M |
Top Sells
| 1 | +$3.86M | |
| 2 | +$3.71M | |
| 3 | +$3.07M | |
| 4 |
McKesson
MCK
|
+$2.64M |
| 5 |
Altria Group
MO
|
+$2.64M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
151
CSX Corp
CSX
$73.5B
| $4M | 0.19% |
112,717
-5,549
|
|
||
152
Accenture
ACN
$121B
| $3.99M | 0.19% |
16,187
-5,946
|
|
||
153
Newmont
NEM
$108B
| $3.98M | 0.19% |
47,180
+21,023
|
|
||
|
MRSH
154
Marsh
MRSH
$84.3B
| $3.94M | 0.19% |
19,563
+14,657
|
|
||
155
GE Vernova
GEV
$235B
| $3.91M | 0.19% |
6,364
-1,059
|
|
||
156
Walt Disney
DIS
$168B
| $3.88M | 0.18% |
33,872
+610
|
|
||
157
CrowdStrike
CRWD
$99.6B
| $3.86M | 0.18% |
7,871
-299
|
|
||
158
Vertex Pharmaceuticals
VRTX
$115B
| $3.72M | 0.18% |
9,500
-133
|
|
||
159
Carrier Global
CARR
$45.7B
| $3.61M | 0.17% |
60,414
-983
|
|
||
160
Amgen
AMGN
$190B
| $3.55M | 0.17% |
12,566
-383
|
|
||
161
Pultegroup
PHM
$22.4B
| $3.5M | 0.17% |
26,455
-948
|
|
||
162
Honeywell
HON
$143B
| $3.47M | 0.17% |
16,492
+564
|
|
||
|
EXE
163
Expand Energy Corp
EXE
$26.7B
| $3.47M | 0.17% |
32,662
+17,856
|
|
||
164
Monolithic Power Systems
MPWR
$52B
| $3.44M | 0.16% |
3,736
-352
|
|
||
165
Datadog
DDOG
$44B
| $3.44M | 0.16% |
24,130
+10,264
|
|
||
|
FISV
166
Fiserv Inc
FISV
$29.7B
| $3.33M | 0.16% |
25,810
+16,155
|
|
||
167
H.B. Fuller
FUL
$3.1B
| $3.21M | 0.15% |
54,112
+874
|
|
||
168
Mine Safety
MSA
$6.5B
| $3.2M | 0.15% |
18,602
-553
|
|
||
169
Pfizer
PFE
$157B
| $3.2M | 0.15% |
125,478
-388
|
|
||
170
Constellation Energy
CEG
$107B
| $3.15M | 0.15% |
9,583
-192
|
|
||
|
171
FedEx
FDX
$83.4B
| $3.14M | 0.15% |
13,315
+11,670
|
|
||
172
DTE Energy
DTE
$30B
| $3.07M | 0.15% |
21,675
-490
|
|
||
173
O'Reilly Automotive
ORLY
$77.4B
| $3.05M | 0.15% |
28,285
+13,612
|
|
||
174
Badger Meter
BMI
$4.41B
| $3.02M | 0.14% |
16,922
+10,277
|
|
||
175
Jack Henry & Associates
JKHY
$11.3B
| $2.97M | 0.14% |
19,974
+1,029
|
|