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
$2.48B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13.8M
3
+$11.6M
4
WTRG icon
Essential Utilities
WTRG
+$10.7M
5
NFG icon
National Fuel Gas
NFG
+$10.1M

Top Sells

1
+$16M
2
+$7.47M
3
+$7.06M
4
PII icon
Polaris
PII
+$6.7M
5
ABBV icon
AbbVie
ABBV
+$6.7M

Sector Composition

1 Technology 22.83%
2 Financials 12.17%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Staples 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.97T
$110M 4.43%
495,413
-20,917
MSFT icon
2
Microsoft
MSFT
$3.69T
$99M 3.99%
263,665
-9,190
NVDA icon
3
NVIDIA
NVDA
$4.58T
$95.1M 3.83%
877,762
-40,892
AMZN icon
4
Amazon
AMZN
$2.61T
$61.3M 2.47%
322,162
-7,200
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.36T
$46.2M 1.86%
299,044
-24,889
META icon
6
Meta Platforms (Facebook)
META
$1.57T
$43.9M 1.77%
76,129
-3,961
ABBV icon
7
AbbVie
ABBV
$387B
$38.4M 1.55%
183,352
-31,981
PG icon
8
Procter & Gamble
PG
$343B
$31.4M 1.27%
184,489
-3,946
V icon
9
Visa
V
$648B
$30.8M 1.24%
87,836
-2,548
XOM icon
10
Exxon Mobil
XOM
$494B
$30.2M 1.22%
254,319
-16,773
VZ icon
11
Verizon
VZ
$169B
$29.9M 1.2%
658,069
+427,963
JPM icon
12
JPMorgan Chase
JPM
$855B
$29.4M 1.19%
119,974
-4,283
WMT icon
13
Walmart
WMT
$818B
$25.5M 1.03%
290,246
-58,097
ABT icon
14
Abbott
ABT
$220B
$24.4M 0.98%
183,715
+1,800
JNJ icon
15
Johnson & Johnson
JNJ
$450B
$22.9M 0.92%
138,368
+3,805
KO icon
16
Coca-Cola
KO
$303B
$22.8M 0.92%
317,679
-24,363
CVX icon
17
Chevron
CVX
$310B
$22.6M 0.91%
135,339
-3,136
AVGO icon
18
Broadcom
AVGO
$1.65T
$22.6M 0.91%
135,153
-3,166
TSLA icon
19
Tesla
TSLA
$1.43T
$22.3M 0.9%
86,019
+334
PEP icon
20
PepsiCo
PEP
$195B
$21.8M 0.88%
145,411
+10,611
LLY icon
21
Eli Lilly
LLY
$827B
$21.4M 0.86%
25,878
-521
HD icon
22
Home Depot
HD
$369B
$20.4M 0.82%
55,768
-9,660
O icon
23
Realty Income
O
$52.3B
$19.9M 0.8%
343,564
+28,545
NEE icon
24
NextEra Energy
NEE
$175B
$17.9M 0.72%
252,518
-80,100
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.08T
$16.3M 0.66%
30,565
-1,376
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