MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 19.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.05M
3
+$3.98M
4
MU icon
Micron Technology
MU
+$3.72M
5
RTX icon
RTX Corp
RTX
+$3.63M

Top Sells

1
+$6.58M
2
+$5.06M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.72M
5
XYL icon
Xylem
XYL
+$4.29M

Sector Composition

1 Technology 23.83%
2 Industrials 11.64%
3 Financials 11.45%
4 Healthcare 10.93%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VICI icon
176
VICI Properties
VICI
$30.3B
$2.99M 0.14%
106,253
+77,117
MPC icon
177
Marathon Petroleum
MPC
$64.8B
$2.89M 0.14%
17,759
+14,715
PHM icon
178
Pultegroup
PHM
$24.9B
$2.84M 0.14%
24,201
-2,254
COP icon
179
ConocoPhillips
COP
$148B
$2.83M 0.14%
30,186
-770
LRCX icon
180
Lam Research
LRCX
$327B
$2.79M 0.13%
16,326
-20,982
TSN icon
181
Tyson Foods
TSN
$22.6B
$2.78M 0.13%
47,402
-607
DE icon
182
Deere & Co
DE
$159B
$2.77M 0.13%
5,955
+4,703
UTHR icon
183
United Therapeutics
UTHR
$25.3B
$2.72M 0.13%
5,591
+4,317
PNR icon
184
Pentair
PNR
$14.5B
$2.68M 0.13%
25,764
+77
CHD icon
185
Church & Dwight Co
CHD
$22B
$2.58M 0.12%
30,792
+1,096
SOLV icon
186
Solventum
SOLV
$12.1B
$2.57M 0.12%
32,482
+7,430
CME icon
187
CME Group
CME
$101B
$2.57M 0.12%
9,417
-1,556
PYPL icon
188
PayPal
PYPL
$46.1B
$2.56M 0.12%
43,853
-24,664
FELE icon
189
Franklin Electric
FELE
$4.46B
$2.53M 0.12%
26,480
-893
CSL icon
190
Carlisle Companies
CSL
$14.7B
$2.52M 0.12%
7,890
+370
HST icon
191
Host Hotels & Resorts
HST
$14.5B
$2.51M 0.12%
141,640
+82,420
WFC icon
192
Wells Fargo
WFC
$250B
$2.51M 0.12%
26,880
-42,140
SHW icon
193
Sherwin-Williams
SHW
$83.9B
$2.5M 0.12%
7,718
+413
CMCSA icon
194
Comcast
CMCSA
$105B
$2.5M 0.12%
83,660
-711
CTAS icon
195
Cintas
CTAS
$70.1B
$2.47M 0.12%
13,142
+478
MO icon
196
Altria Group
MO
$109B
$2.44M 0.12%
42,248
+756
ATR icon
197
AptarGroup
ATR
$8.03B
$2.43M 0.12%
19,940
+444
CARR icon
198
Carrier Global
CARR
$51.5B
$2.42M 0.12%
45,882
-14,532
EXE
199
Expand Energy Corp
EXE
$23B
$2.42M 0.12%
21,927
-10,735
VLO icon
200
Valero Energy
VLO
$69.6B
$2.4M 0.12%
14,752
+13,194
6 7
8
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