MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2.02B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$921K
3 +$854K
4
PLTR icon
Palantir
PLTR
+$385K
5
SYY icon
Sysco
SYY
+$381K

Top Sells

1 +$60.4M
2 +$47.5M
3 +$43M
4
UNH icon
UnitedHealth
UNH
+$33.3M
5
V icon
Visa
V
+$32.4M

Sector Composition

1 Technology 23.84%
2 Healthcare 15.37%
3 Financials 12.85%
4 Consumer Discretionary 10.32%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$65.3M 4.64%
231,799
-214,407
2
$57.8M 4.1%
408,382
-208,330
3
$38.1M 2.71%
232,160
-262,040
4
$37M 2.63%
276,800
-355,400
5
$21.4M 1.52%
63,115
-16,499
6
$20.8M 1.48%
63,404
-1,048
7
$19.4M 1.38%
138,823
-1,740
8
$18.9M 1.34%
85,009
-145,509
9
$17.9M 1.27%
862,080
-920
10
$17.6M 1.25%
224,399
-1,231
11
$17.4M 1.24%
107,919
-469
12
$17.3M 1.23%
44,345
-85,313
13
$16.4M 1.16%
100,091
-2,158
14
$15.9M 1.13%
49,604
-71,313
15
$15.8M 1.12%
367,051
-3,928
16
$15.4M 1.09%
142,299
+3,347
17
$14.7M 1.04%
76,312
-193
18
$14.5M 1.03%
96,297
+159
19
$13.6M 0.97%
251,935
-2,436
20
$13.2M 0.94%
78,212
-116,484
21
$12.9M 0.91%
47,721
-829
22
$12.8M 0.91%
95,840
-720
23
$11.5M 0.82%
44,583
+894
24
$10.5M 0.75%
88,882
-2,146
25
$10.5M 0.75%
45,433
-1,316