MYLI

Meiji Yasuda Life Insurance Portfolio holdings

AUM $3.48B
1-Year Est. Return 3.68%
This Quarter Est. Return
1 Year Est. Return
+3.68%
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
FISV
Fiserv Inc
FISV
+$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
USB icon
101
US Bancorp
USB
$73.2B
$1.62M 0.05%
35,900
-14,371
AMD icon
102
Advanced Micro Devices
AMD
$402B
$1.62M 0.05%
11,413
-39,966
CTVA icon
103
Corteva
CTVA
$44.6B
$1.61M 0.05%
21,628
PYPL icon
104
PayPal
PYPL
$58.8B
$1.58M 0.05%
21,322
+9,105
ZS icon
105
Zscaler
ZS
$47.4B
$1.57M 0.05%
5,006
CL icon
106
Colgate-Palmolive
CL
$62.9B
$1.56M 0.05%
17,182
+4,371
DIS icon
107
Walt Disney
DIS
$189B
$1.56M 0.05%
12,572
-59,239
GEV icon
108
GE Vernova
GEV
$157B
$1.55M 0.05%
2,934
-9,671
EMR icon
109
Emerson Electric
EMR
$71.7B
$1.47M 0.04%
11,005
-4,054
MCD icon
110
McDonald's
MCD
$219B
$1.42M 0.04%
4,850
+1,332
VRSK icon
111
Verisk Analytics
VRSK
$30.1B
$1.4M 0.04%
4,506
+483
ECL icon
112
Ecolab
ECL
$73.2B
$1.4M 0.04%
5,197
VZ icon
113
Verizon
VZ
$173B
$1.38M 0.04%
31,956
-1,340
SRE icon
114
Sempra
SRE
$60B
$1.38M 0.04%
18,246
APTV icon
115
Aptiv
APTV
$17.1B
$1.38M 0.04%
20,262
+1,084
ADBE icon
116
Adobe
ADBE
$139B
$1.38M 0.04%
3,557
+988
PEP icon
117
PepsiCo
PEP
$199B
$1.37M 0.04%
10,393
-6,326
HBAN icon
118
Huntington Bancshares
HBAN
$24.6B
$1.37M 0.04%
81,680
+6,043
ROP icon
119
Roper Technologies
ROP
$48.4B
$1.35M 0.04%
2,378
-82
SSNC icon
120
SS&C Technologies
SSNC
$20.4B
$1.34M 0.04%
16,176
+832
GWW icon
121
W.W. Grainger
GWW
$44B
$1.31M 0.04%
1,257
-36
MU icon
122
Micron Technology
MU
$277B
$1.28M 0.04%
10,374
-82,463
HWM icon
123
Howmet Aerospace
HWM
$81.8B
$1.27M 0.04%
6,802
-2,526
HIG icon
124
Hartford Financial Services
HIG
$37.3B
$1.26M 0.04%
9,959
-65
SW
125
Smurfit Westrock
SW
$17.9B
$1.24M 0.04%
28,828
+1,242