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
BSX icon
26
Boston Scientific
BSX
$153B
$18.4M 0.37%
182,701
-1,242
GE icon
27
GE Aerospace
GE
$324B
$18.1M 0.36%
90,534
-1,570
XLRE icon
28
Real Estate Select Sector SPDR Fund
XLRE
$7.88B
$18M 0.36%
429,157
UBER icon
29
Uber
UBER
$195B
$15.3M 0.31%
209,617
+126
PGR icon
30
Progressive
PGR
$130B
$15.2M 0.3%
53,618
+412
ETN icon
31
Eaton
ETN
$144B
$14.8M 0.3%
54,529
+6,343
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.08T
$14.7M 0.29%
95,322
-8,472
NFLX icon
33
Netflix
NFLX
$471B
$14.7M 0.29%
15,712
-1,356
PANW icon
34
Palo Alto Networks
PANW
$146B
$14.5M 0.29%
84,806
+74,298
MA icon
35
Mastercard
MA
$517B
$14.2M 0.28%
25,993
-219
NOW icon
36
ServiceNow
NOW
$193B
$14.1M 0.28%
17,703
+3,468
GS icon
37
Goldman Sachs
GS
$231B
$13.8M 0.28%
25,336
+340
PG icon
38
Procter & Gamble
PG
$355B
$13.5M 0.27%
79,168
+3,426
XLF icon
39
Financial Select Sector SPDR Fund
XLF
$54B
$13.3M 0.27%
+267,559
HD icon
40
Home Depot
HD
$380B
$12.8M 0.26%
34,869
-1,033
ICE icon
41
Intercontinental Exchange
ICE
$89.3B
$12.6M 0.25%
73,085
+614
VRTX icon
42
Vertex Pharmaceuticals
VRTX
$110B
$12.2M 0.24%
25,182
-195
KO icon
43
Coca-Cola
KO
$301B
$12.1M 0.24%
168,613
+3,321
CB icon
44
Chubb
CB
$112B
$11.3M 0.23%
37,545
-3,143
INTU icon
45
Intuit
INTU
$188B
$11M 0.22%
17,885
-2,331
WM icon
46
Waste Management
WM
$86.9B
$10.3M 0.21%
44,637
-19,615
ADP icon
47
Automatic Data Processing
ADP
$114B
$9.92M 0.2%
32,478
+1,375
COST icon
48
Costco
COST
$415B
$9.68M 0.19%
10,233
-650
TJX icon
49
TJX Companies
TJX
$159B
$8.61M 0.17%
70,682
-868
MRK icon
50
Merck
MRK
$218B
$8.28M 0.17%
92,212
-2,703