MYLI
Meiji Yasuda Life Insurance Portfolio holdings
AUM
$3.36B
1-Year Est. Return
6.72%
1 Year Est. Return
+6.72%
AUM
$3.36B
AUM Growth
-$1.65B
(-33%)
Holding
261
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.2M | |
| 3 | +$4.17M | |
| 4 |
Honeywell
HON
|
+$1.12M |
| 5 |
Fiserv
FI
|
+$870K |
Top Sells
| 1 | +$606M | |
| 2 | +$199M | |
| 3 | +$115M | |
| 4 |
Microsoft
MSFT
|
+$85.5M |
| 5 |
NVIDIA
NVDA
|
+$83.5M |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 1.93% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Healthcare | 1.48% |
| 5 | Communication Services | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy
NEE
$171B
| $2.94M | 0.09% |
42,359
+8,038
|
|
||
52
American Express
AXP
$245B
| $2.92M | 0.09% |
9,140
-27
|
|
||
53
Intuitive Surgical
ISRG
$189B
| $2.89M | 0.09% |
5,315
-142
|
|
||
54
Vertiv
VRT
$65.5B
| $2.84M | 0.08% |
22,148
-221
|
|
||
55
Mercado Libre
MELI
$109B
| $2.81M | 0.08% |
1,074
+40
|
|
||
56
Arista Networks
ANET
$184B
| $2.8M | 0.08% |
27,324
+1,648
|
|
||
57
Welltower
WELL
$117B
| $2.67M | 0.08% |
17,353
-2,927
|
|
||
58
Uber
UBER
$192B
| $2.58M | 0.08% |
27,610
-182,007
|
|
||
59
Quanta Services
PWR
$65.2B
| $2.55M | 0.08% |
6,749
-1,100
|
|
||
60
Intuit
INTU
$188B
| $2.54M | 0.08% |
3,229
-14,656
|
|
||
61
Republic Services
RSG
$69B
| $2.49M | 0.07% |
10,085
-253
|
|
||
62
TSMC
TSM
$1.5T
| $2.45M | 0.07% |
10,816
|
|
||
63
Palo Alto Networks
PANW
$144B
| $2.42M | 0.07% |
11,812
-72,994
|
|
||
64
EOG Resources
EOG
$58B
| $2.38M | 0.07% |
19,869
-1,323
|
|
||
65
Synopsys
SNPS
$85.3B
| $2.34M | 0.07% |
4,569
+143
|
|
||
66
McKesson
MCK
$97.9B
| $2.34M | 0.07% |
3,196
+298
|
|
||
67
Stryker
SYK
$145B
| $2.31M | 0.07% |
5,842
-127
|
|
||
68
Charles Schwab
SCHW
$171B
| $2.27M | 0.07% |
24,933
-666
|
|
||
69
Insulet
PODD
$23.2B
| $2.27M | 0.07% |
7,233
-23,846
|
|
||
70
Mastercard
MA
$517B
| $2.26M | 0.07% |
4,019
-21,974
|
|
||
71
Vertex Pharmaceuticals
VRTX
$109B
| $2.25M | 0.07% |
5,055
-20,127
|
|
||
72
Tradeweb Markets
TW
$23.1B
| $2.24M | 0.07% |
15,281
|
|
||
73
Carrier Global
CARR
$50.9B
| $2.22M | 0.07% |
30,347
+5,634
|
|
||
74
Arthur J. Gallagher & Co
AJG
$72.6B
| $2.21M | 0.07% |
6,917
+160
|
|
||
75
HEICO Corp Class A
HEI.A
$33.9B
| $2.13M | 0.06% |
8,251
-1,700
|
|