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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
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
GS icon
201
Goldman Sachs
GS
$301B
$2.02M 0.1%
2,542
-264
-9% -$196K
INTU icon
202
Intuit
INTU
$92B
$2.01M 0.1%
2,947
+330
+13% +$238K
PGR icon
203
Progressive
PGR
$123B
$2.01M 0.1%
8,140
+431
+6% +$106K
MDLZ icon
204
Mondelez International
MDLZ
$78.9B
$1.97M 0.09%
31,533
+77
+0.2% +$4.97K
CI icon
205
Cigna
CI
$72.4B
$1.96M 0.09%
6,790
-158
-2% -$46.8K
ESI icon
206
Element Solutions
ESI
$9.17B
$1.93M 0.09%
76,785
-1,947
-2% -$48.5K
JBL icon
207
Jabil
JBL
$37.4B
$1.89M 0.09%
8,690
+6,937
+396% +$1.51M
RNR icon
208
RenaissanceRe
RNR
$13.2B
$1.88M 0.09%
7,409
+292
+4% +$70.7K
MTD icon
209
Mettler-Toledo International
MTD
$28.8B
$1.88M 0.09%
1,532
-211
-12% -$264K
SOLV icon
210
Solventum
SOLV
$14.3B
$1.83M 0.09%
+25,052
New +$1.84M
CRM icon
211
Salesforce
CRM
$162B
$1.79M 0.09%
7,573
+122
+2% +$30.8K
AMD icon
212
Advanced Micro Devices
AMD
$774B
$1.76M 0.08%
10,859
+707
+7% +$114K
PNC icon
213
PNC Financial Services
PNC
$101B
$1.74M 0.08%
8,656
+136
+2% +$26.9K
MCK icon
214
McKesson
MCK
$105B
$1.74M 0.08%
2,251
-3,755
-63% -$2.64M
UBER icon
215
Uber
UBER
$160B
$1.68M 0.08%
17,169
-2,939
-15% -$275K
TRV icon
216
Travelers Companies
TRV
$78.3B
$1.64M 0.08%
5,877
-1,595
-21% -$427K
BNY
217
Bank of New York Mellon
BNY
$109B
$1.64M 0.08%
15,054
-938
-6% -$95.7K
MSI icon
218
Motorola Solutions
MSI
$77.3B
$1.61M 0.08%
3,512
-161
-4% -$72.6K
ABNB icon
219
Airbnb
ABNB
$111B
$1.59M 0.08%
13,102
+10,739
+454% +$1.39M
FDS icon
220
Factset
FDS
$10.1B
$1.58M 0.08%
5,506
+540
+11% +$206K
T icon
221
AT&T
T
$168B
$1.57M 0.07%
55,612
+3,938
+8% +$112K
OMC icon
222
Omnicom Group
OMC
$23.6B
$1.56M 0.07%
19,095
-700
-4% -$52.9K
RTX icon
223
RTX Corp
RTX
$302B
$1.54M 0.07%
9,180
-5,251
-36% -$815K
MNST icon
224
Monster Beverage
MNST
$89.2B
$1.53M 0.07%
45,398
+24,820
+121% +$775K
DAY
225
DELISTED
Dayforce
DAY
$1.52M 0.07%
+22,130
New +$1.38M
7 8
9
10 11

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.