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
UNP icon
101
Union Pacific
UNP
$131B
$1.96M 0.04%
8,317
-1,188
MCK icon
102
McKesson
MCK
$99.2B
$1.95M 0.04%
2,898
-10
WMB icon
103
Williams Companies
WMB
$73.5B
$1.95M 0.04%
32,548
+7,930
AWK icon
104
American Water Works
AWK
$27.8B
$1.94M 0.04%
13,128
+2,210
CRM icon
105
Salesforce
CRM
$243B
$1.91M 0.04%
7,109
-144
SNPS icon
106
Synopsys
SNPS
$85B
$1.9M 0.04%
4,426
-273
HCA icon
107
HCA Healthcare
HCA
$104B
$1.89M 0.04%
5,478
-1,131
BAC icon
108
Bank of America
BAC
$378B
$1.85M 0.04%
44,272
-2,715
TSM icon
109
TSMC
TSM
$1.52T
$1.8M 0.04%
10,816
-1,134
DHR icon
110
Danaher
DHR
$156B
$1.78M 0.04%
8,660
-385
SLB icon
111
SLB Limited
SLB
$53.3B
$1.76M 0.04%
42,182
-5,547
ACN icon
112
Accenture
ACN
$153B
$1.72M 0.03%
5,500
+696
MSI icon
113
Motorola Solutions
MSI
$74.1B
$1.68M 0.03%
3,830
-1,567
VMC icon
114
Vulcan Materials
VMC
$38.7B
$1.66M 0.03%
7,101
-866
EMR icon
115
Emerson Electric
EMR
$74.3B
$1.65M 0.03%
15,059
+2,546
CVX icon
116
Chevron
CVX
$317B
$1.62M 0.03%
9,658
-367
VRT icon
117
Vertiv
VRT
$69.3B
$1.62M 0.03%
22,369
-1,679
CARR icon
118
Carrier Global
CARR
$48.4B
$1.57M 0.03%
24,713
-1,856
CRWD icon
119
CrowdStrike
CRWD
$130B
$1.52M 0.03%
4,320
+30
VZ icon
120
Verizon
VZ
$163B
$1.51M 0.03%
33,296
-9,209
ROP icon
121
Roper Technologies
ROP
$51.2B
$1.45M 0.03%
2,460
-233
LRCX icon
122
Lam Research
LRCX
$186B
$1.41M 0.03%
19,361
+3,161
CTVA icon
123
Corteva
CTVA
$43.1B
$1.36M 0.03%
21,628
+5,065
ORLY icon
124
O'Reilly Automotive
ORLY
$81.3B
$1.36M 0.03%
14,220
-435
O icon
125
Realty Income
O
$54.9B
$1.35M 0.03%
23,232
-326