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
$3.36B
AUM Growth
-$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.2M
3
+$4.17M
4
HON icon
Honeywell
HON
+$1.12M
5
FI icon
Fiserv
FI
+$870K

Top Sells

1
+$606M
2
+$199M
3
+$115M
4
MSFT icon
Microsoft
MSFT
+$85.5M
5
NVDA icon
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
HCA icon
76
HCA Healthcare
HCA
$103B
$2.12M 0.06%
5,546
+68
WMB icon
77
Williams Companies
WMB
$75.9B
$2.11M 0.06%
33,552
+1,004
UNH icon
78
UnitedHealth
UNH
$327B
$2.07M 0.06%
6,622
-35,560
BAC icon
79
Bank of America
BAC
$375B
$2.04M 0.06%
43,074
-1,198
TMO icon
80
Thermo Fisher Scientific
TMO
$211B
$2.04M 0.06%
5,025
-9,693
CRWD icon
81
CrowdStrike
CRWD
$126B
$2M 0.06%
3,923
-397
CRM icon
82
Salesforce
CRM
$244B
$2M 0.06%
7,316
+207
FI icon
83
Fiserv
FI
$68.1B
$1.92M 0.06%
11,133
+5,049
TMUS icon
84
T-Mobile US
TMUS
$256B
$1.92M 0.06%
8,044
-743
PLD icon
85
Prologis
PLD
$117B
$1.92M 0.06%
18,220
-122
UNP icon
86
Union Pacific
UNP
$134B
$1.91M 0.06%
8,284
-33
GOOG icon
87
Alphabet (Google) Class C
GOOG
$3.05T
$1.9M 0.06%
10,710
-169,694
LRCX icon
88
Lam Research
LRCX
$178B
$1.87M 0.06%
19,234
-127
VMC icon
89
Vulcan Materials
VMC
$39.3B
$1.85M 0.06%
7,101
XYL icon
90
Xylem
XYL
$35.8B
$1.85M 0.06%
14,287
-3,273
PGR icon
91
Progressive
PGR
$130B
$1.82M 0.05%
6,825
-46,793
SNOW icon
92
Snowflake
SNOW
$81.9B
$1.82M 0.05%
8,123
-651
CEG icon
93
Constellation Energy
CEG
$109B
$1.78M 0.05%
5,506
-242
ORLY icon
94
O'Reilly Automotive
ORLY
$85.9B
$1.77M 0.05%
19,589
+5,369
DHR icon
95
Danaher
DHR
$156B
$1.71M 0.05%
8,636
-24
VICI icon
96
VICI Properties
VICI
$33.3B
$1.66M 0.05%
51,063
-12,247
MSI icon
97
Motorola Solutions
MSI
$74.7B
$1.65M 0.05%
3,935
+105
ZTS icon
98
Zoetis
ZTS
$64.7B
$1.65M 0.05%
10,590
-35,253
AWK icon
99
American Water Works
AWK
$28.1B
$1.64M 0.05%
11,814
-1,314
CVX icon
100
Chevron
CVX
$313B
$1.63M 0.05%
11,353
+1,695
2 3
4
5 6