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
PODD icon
51
Insulet
PODD
$22.9B
$8.16M 0.16%
31,079
-636
MU icon
52
Micron Technology
MU
$230B
$8.07M 0.16%
92,837
-40,726
DE icon
53
Deere & Co
DE
$125B
$7.98M 0.16%
17,010
-4,404
CMG icon
54
Chipotle Mexican Grill
CMG
$56.1B
$7.7M 0.15%
153,320
-322
ZTS icon
55
Zoetis
ZTS
$64.7B
$7.55M 0.15%
45,843
-87
XLI icon
56
Industrial Select Sector SPDR Fund
XLI
$23.8B
$7.55M 0.15%
+57,577
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$7.32M 0.15%
14,718
+58
DIS icon
58
Walt Disney
DIS
$202B
$7.09M 0.14%
71,811
-10,879
AMGN icon
59
Amgen
AMGN
$158B
$6.78M 0.14%
21,770
-1,424
XLP icon
60
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$6.53M 0.13%
+79,949
MDLZ icon
61
Mondelez International
MDLZ
$79.3B
$5.91M 0.12%
87,086
+354
DECK icon
62
Deckers Outdoor
DECK
$15.4B
$5.46M 0.11%
48,802
+7,378
IBDU icon
63
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.95B
$5.34M 0.11%
+231,000
AMD icon
64
Advanced Micro Devices
AMD
$379B
$5.28M 0.11%
51,379
-37,246
ABBV icon
65
AbbVie
ABBV
$404B
$4.82M 0.1%
23,018
-967
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.38M 0.09%
8,229
-1,191
LIN icon
67
Linde
LIN
$211B
$4.26M 0.09%
9,142
+1,250
CPRT icon
68
Copart
CPRT
$43.4B
$4.22M 0.08%
+74,560
JNJ icon
69
Johnson & Johnson
JNJ
$462B
$4.04M 0.08%
24,390
-1,375
AMAT icon
70
Applied Materials
AMAT
$183B
$4.04M 0.08%
27,854
-24,875
GEV icon
71
GE Vernova
GEV
$162B
$3.85M 0.08%
12,605
-130
PM icon
72
Philip Morris
PM
$245B
$3.36M 0.07%
21,177
+2,849
ABT icon
73
Abbott
ABT
$220B
$3.32M 0.07%
25,018
+4,091
BKNG icon
74
Booking.com
BKNG
$166B
$3.12M 0.06%
677
-168
WELL icon
75
Welltower
WELL
$117B
$3.11M 0.06%
20,280
-4,749
1 2
3
4 5