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 | |
|---|---|---|---|---|---|---|
201
Adobe
ADBE
$140B
| $2.08M | 0.1% |
5,375
-4,467
|
|
||
202
Intuit
INTU
$181B
| $2.06M | 0.1% |
2,617
-2,707
|
|
||
203
Progressive
PGR
$131B
| $2.06M | 0.1% |
7,709
-7,338
|
|
||
204
Mettler-Toledo International
MTD
$28.8B
| $2.05M | 0.1% |
1,743
-472
|
|
||
205
Salesforce
CRM
$229B
| $2.03M | 0.1% |
7,451
-10,660
|
|
||
206
Travelers Companies
TRV
$64.1B
| $2M | 0.1% |
7,472
-2,420
|
|
||
207
Goldman Sachs
GS
$242B
| $1.99M | 0.1% |
2,806
-3,799
|
|
||
208
CVS Health
CVS
$101B
| $1.98M | 0.1% |
28,662
-14,402
|
|
||
209
Uber
UBER
$191B
| $1.88M | 0.09% |
20,108
-61,179
|
|
||
210
Datadog
DDOG
$65.2B
| $1.86M | 0.09% |
13,866
+8,252
|
|
||
211
Element Solutions
ESI
$6.47B
| $1.78M | 0.09% |
78,732
-1,777
|
|
||
|
EXE
212
Expand Energy Corp
EXE
$28.1B
| $1.73M | 0.09% |
14,806
+8,346
|
|
||
213
RenaissanceRe
RNR
$12.3B
| $1.73M | 0.09% |
7,117
-370
|
|
||
214
General Dynamics
GD
$92.9B
| $1.69M | 0.08% |
5,787
-3,308
|
|
||
215
Wabtec
WAB
$34.9B
| $1.69M | 0.08% |
8,051
+3,719
|
|
||
|
FISV
216
Fiserv, Inc. Common Stock
FISV
$34.7B
| $1.66M | 0.08% |
9,655
-2,551
|
|
||
217
United Parcel Service
UPS
$81.4B
| $1.64M | 0.08% |
16,236
-9,358
|
|
||
218
Badger Meter
BMI
$5.24B
| $1.63M | 0.08% |
6,645
-916
|
|
||
219
PNC Financial Services
PNC
$72.2B
| $1.59M | 0.08% |
8,520
-4,957
|
|
||
220
Align Technology
ALGN
$10B
| $1.58M | 0.08% |
8,336
-1,220
|
|
||
221
Bright Horizons
BFAM
$5.67B
| $1.57M | 0.08% |
12,736
-556
|
|
||
222
Motorola Solutions
MSI
$63.9B
| $1.54M | 0.08% |
3,673
-1,645
|
|
||
223
Johnson Controls International
JCI
$78.7B
| $1.54M | 0.08% |
14,578
-8,759
|
|
||
224
Newmont
NEM
$97.9B
| $1.52M | 0.08% |
26,157
+889
|
|
||
225
AT&T
T
$183B
| $1.5M | 0.07% |
51,674
-82,807
|
|