MYAM
Meiji Yasuda Asset Management Portfolio holdings
AUM
$2.1B
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$2.1B
AUM Growth
+$85.3M
(+4.2%)
Holding
580
Top Buys
| 1 | +$3.59M | |
| 2 | +$2.96M | |
| 3 | +$2.95M | |
| 4 |
Johnson Controls International
JCI
|
+$2.94M |
| 5 |
FedEx
FDX
|
+$2.75M |
Top Sells
| 1 | +$4.13M | |
| 2 | +$3.92M | |
| 3 | +$3.56M | |
| 4 |
McKesson
MCK
|
+$2.9M |
| 5 |
Altria Group
MO
|
+$2.76M |
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 | |
|---|---|---|---|---|---|---|
201
Goldman Sachs
GS
$245B
| $2.02M | 0.1% |
2,542
-264
|
|
||
202
Intuit
INTU
$175B
| $2.01M | 0.1% |
2,947
+330
|
|
||
203
Progressive
PGR
$133B
| $2.01M | 0.1% |
8,140
+431
|
|
||
204
Mondelez International
MDLZ
$72B
| $1.97M | 0.09% |
31,533
+77
|
|
||
205
Cigna
CI
$72.8B
| $1.96M | 0.09% |
6,790
-158
|
|
||
206
Element Solutions
ESI
$6.21B
| $1.93M | 0.09% |
76,785
-1,947
|
|
||
207
Jabil
JBL
$22.7B
| $1.89M | 0.09% |
8,690
+6,937
|
|
||
208
RenaissanceRe
RNR
$12.1B
| $1.88M | 0.09% |
7,409
+292
|
|
||
209
Mettler-Toledo International
MTD
$30B
| $1.88M | 0.09% |
1,532
-211
|
|
||
210
Solventum
SOLV
$15.2B
| $1.83M | 0.09% |
+25,052
|
|
||
211
Salesforce
CRM
$223B
| $1.79M | 0.09% |
7,573
+122
|
|
||
212
Advanced Micro Devices
AMD
$363B
| $1.76M | 0.08% |
10,859
+707
|
|
||
213
PNC Financial Services
PNC
$75.5B
| $1.74M | 0.08% |
8,656
+136
|
|
||
|
214
McKesson
MCK
$104B
| $1.74M | 0.08% |
2,251
-3,755
|
|
||
215
Uber
UBER
$180B
| $1.68M | 0.08% |
17,169
-2,939
|
|
||
216
Travelers Companies
TRV
$64.4B
| $1.64M | 0.08% |
5,877
-1,595
|
|
||
217
Bank of New York Mellon
BK
$78.5B
| $1.64M | 0.08% |
15,054
-938
|
|
||
218
Motorola Solutions
MSI
$62.2B
| $1.61M | 0.08% |
3,512
-161
|
|
||
219
Airbnb
ABNB
$71.3B
| $1.59M | 0.08% |
13,102
+10,739
|
|
||
220
Factset
FDS
$10.3B
| $1.58M | 0.08% |
5,506
+540
|
|
||
221
AT&T
T
$182B
| $1.57M | 0.07% |
55,612
+3,938
|
|
||
222
Omnicom Group
OMC
$22.8B
| $1.56M | 0.07% |
19,095
-700
|
|
||
223
RTX Corp
RTX
$227B
| $1.54M | 0.07% |
9,180
-5,251
|
|
||
224
Monster Beverage
MNST
$73.4B
| $1.53M | 0.07% |
22,699
+12,410
|
|
||
225
Dayforce
DAY
$11.1B
| $1.52M | 0.07% |
+22,130
|
|