MYLI

Meiji Yasuda Life Insurance Portfolio holdings

AUM $3.36B
1-Year Est. Return 6.72%
This Quarter Est. Return
1 Year Est. Return
+6.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$90.7M
2
+$23.3M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.7M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$344M
2
+$81.7M
3
+$6.39M
4
CDNS icon
Cadence Design Systems
CDNS
+$5.45M
5
WM icon
Waste Management
WM
+$4.54M

Sector Composition

1 Technology 7.85%
2 Financials 3.57%
3 Healthcare 2.89%
4 Consumer Discretionary 2.5%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
226
IBM
IBM
$265B
$267K 0.01%
+1,072
GLPI icon
227
Gaming and Leisure Properties
GLPI
$12.7B
$261K 0.01%
5,122
+172
CF icon
228
CF Industries
CF
$14.1B
$252K 0.01%
3,224
-616
CSCO icon
229
Cisco
CSCO
$278B
$240K ﹤0.01%
3,891
-534
DVA icon
230
DaVita
DVA
$9.15B
$224K ﹤0.01%
1,466
-296
RF icon
231
Regions Financial
RF
$21.5B
$216K ﹤0.01%
+9,933
XYZ
232
Block Inc
XYZ
$47.9B
$207K ﹤0.01%
3,812
-221
DAR icon
233
Darling Ingredients
DAR
$5.48B
$202K ﹤0.01%
6,471
-329
ALB icon
234
Albemarle
ALB
$11.5B
$201K ﹤0.01%
2,795
-102
AMP icon
235
Ameriprise Financial
AMP
$45.1B
– –
-2,529
BALL icon
236
Ball Corp
BALL
$13.5B
– –
-3,820
CDNS icon
237
Cadence Design Systems
CDNS
$91.9B
– –
-18,150
CG icon
238
Carlyle Group
CG
$20.8B
– –
-13,600
CME icon
239
CME Group
CME
$96.9B
– –
-2,950
DELL icon
240
Dell
DELL
$103B
– –
-3,600
EW icon
241
Edwards Lifesciences
EW
$44.9B
– –
-8,866
FTV icon
242
Fortive
FTV
$16.8B
– –
-6,936
ILMN icon
243
Illumina
ILMN
$15.4B
– –
-1,992
IQV icon
244
IQVIA
IQV
$37.4B
– –
-1,313
MET icon
245
MetLife
MET
$52B
– –
-9,143
NDSN icon
246
Nordson
NDSN
$13.3B
– –
-1,000
PRU icon
247
Prudential Financial
PRU
$35.8B
– –
-5,590
RTX icon
248
RTX Corp
RTX
$240B
– –
-6,726
SEIC icon
249
SEI Investments
SEIC
$10.1B
– –
-4,591
SHW icon
250
Sherwin-Williams
SHW
$82.7B
– –
-1,597
7 8 9
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